Hazlett, Burt & Watson’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Hazlett, Burt & Watson’s Portfolio IDRV Stock Details IDRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-695	Closed	-$25K	–	715
2023 Q4	$25K	Sell	695 -551	-44%	-$18.8K	0.02%	393
2023 Q3	$46K	Buy	1,246 +162	+15%	+$6.59K	0.03%	309
2023 Q2	$45K	Buy	1,084 +260	+32%	+$9.79K	0.03%	315
2023 Q1	$32K	Buy	824 +1	+0.1%	+$38	0.03%	336
2022 Q4	$28K	Sell	823 -110	-12%	-$3.96K	0.02%	342
2022 Q3	$31K	Hold	933	–	–	0.03%	316
2022 Q2	$35K	Sell	933 -243	-21%	-$9.94K	0.03%	310
2022 Q1	$54K	Buy	+1,176	New	+$57.2K	0.04%	272

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hazlett, Burt & Watson's IDRV Position: Q1 2024 in Review

Hazlett, Burt & Watson sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 695 shares — an estimated $25K sold.

Hazlett, Burt & Watson first reported a position in IDRV in Q1 2022 and held it in 8 quarters. The position peaked at $54K in Q1 2022. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Hazlett, Burt & Watson reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
Hazlett, Burt & Watson sold 695 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $25K.
Hazlett, Burt & Watson first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and held it in 8 quarters.
Hazlett, Burt & Watson's iShares Self-Driving EV and Tech ETF position peaked at $54K in Q1 2022.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2024, filed 29 Apr 2024.