Highland Financial Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Highland Financial Advisors’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 Q3	–	Sell	-8,558	Closed	-$244K	–	56
2024 Q2	$244K	Sell	8,558 -80	-0.9%	-$2.42K	0.09%	52
2024 Q1	$271K	Sell	8,638 -2,703	-24%	-$85.1K	0.11%	43
2023 Q4	$405K	Sell	11,341 -1,433	-11%	-$48.8K	0.18%	37
2023 Q3	$475K	Buy	12,774 +177	+1%	+$7.2K	0.25%	32
2023 Q2	$515K	Buy	12,597 +1,219	+11%	+$45.9K	0.27%	32
2023 Q1	$436K	Buy	11,378 +274	+2%	+$10.5K	0.24%	35
2022 Q4	$376K	Sell	11,104 -898	-7%	-$32.3K	0.22%	35
2022 Q3	$401K	Buy	12,002 +1,997	+20%	+$77.4K	0.28%	40
2022 Q2	$368K	Buy	+10,005	New	+$409K	0.25%	41

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KAS

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

Highland Financial Advisors's IDRV Position: Q3 2024 in Review

Highland Financial Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2024, closing a stake of 8,558 shares — an estimated $244K sold.

Highland Financial Advisors first reported a position in IDRV in Q2 2022 and held it in 9 quarters. The position peaked at $515K in Q2 2023. 84 funds tracked by Wall St. Rank hold IDRV as of Q3 2024.

Highland Financial Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2024 after selling out during the quarter.
Highland Financial Advisors sold 8,558 iShares Self-Driving EV and Tech ETF shares in Q3 2024, an estimated $244K.
Highland Financial Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2022 and held it in 9 quarters.
Highland Financial Advisors's iShares Self-Driving EV and Tech ETF position peaked at $515K in Q2 2023.
84 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2024.

Based on Highland Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.