Jacobi Capital Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-209	Closed	-$10K	–	818
2021 Q3	$10K	Hold	209	–	–	﹤0.01%	1052
2021 Q2	$10K	Sell	209 -5	-2%	-$238	﹤0.01%	1031
2021 Q1	$10K	Buy	+214	New	+$9.84K	﹤0.01%	976

Other funds holding IDRV

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

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

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

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

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

Jacobi Capital Management's IDRV Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2021, closing a stake of 209 shares — an estimated $10K sold.

Jacobi Capital Management first reported a position in IDRV in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 114 funds tracked by Wall St. Rank hold IDRV as of Q4 2021.

Jacobi Capital Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 209 iShares Self-Driving EV and Tech ETF shares in Q4 2021, an estimated $10K.
Jacobi Capital Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 3 quarters.
Jacobi Capital Management's iShares Self-Driving EV and Tech ETF position peaked at $10K in Q3 2021.
114 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.