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

Ironwood Financial’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
2021
Q4 		– Sell
-91
Closed -$4K – 304
2021
Q3 		$4K Buy
91
+30
+49% +$1.48K ﹤0.01% 450
2021
Q2 		$3K Buy
61
+36
+144% +$1.72K ﹤0.01% 469
2021
Q1 		$1K Buy
+25
New +$1.15K ﹤0.01% 513

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironwood Financial's IDRV Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2021, closing a stake of 91 shares — an estimated $4K sold.

Ironwood Financial first reported a position in IDRV in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 114 funds tracked by Wall St. Rank hold IDRV as of Q4 2021.

  • Ironwood Financial reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 91 iShares Self-Driving EV and Tech ETF shares in Q4 2021, an estimated $4K.
  • Ironwood Financial first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 3 quarters.
  • Ironwood Financial's iShares Self-Driving EV and Tech ETF position peaked at $4K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.