ICA Group Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

ICA Group Wealth Management’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 Q2	$14.7K	Hold	515	–	–	0.01%	415
2024 Q1	$16.2K	Hold	515	–	–	﹤0.01%	800
2023 Q4	$18.4K	Buy	+515	New	+$17.5K	﹤0.01%	747
2023 Q3	–	Sell	-475	Closed	-$19.4K	–	676
2023 Q2	$19.4K	Buy	475 +250	+111%	+$9.41K	﹤0.01%	703
2023 Q1	$8.63K	Hold	225	–	–	﹤0.01%	839
2022 Q4	$9.26K	Buy	+225	New	+$8.1K	﹤0.01%	838

Other funds holding IDRV

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

ICA Group Wealth Management's IDRV Position: Q2 2024 in Review

ICA Group Wealth Management held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q2 2024 at 515 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #415.

ICA Group Wealth Management first reported a position in IDRV in Q4 2022 and has held it in 6 quarters since. The position peaked at $19.4K in Q2 2023. 95 funds tracked by Wall St. Rank hold IDRV as of Q2 2024.

ICA Group Wealth Management held 515 shares of iShares Self-Driving EV and Tech ETF worth $14.7K as of Q2 2024.
ICA Group Wealth Management left its iShares Self-Driving EV and Tech ETF share count unchanged in Q2 2024.
iShares Self-Driving EV and Tech ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #415 holding.
ICA Group Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $19.4K in Q2 2023.
95 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.