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

JNBA 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 Q2	–	Sell	-585	Closed	-$18.4K	–	654
2024 Q1	$18.4K	Hold	585	–	–	﹤0.01%	402
2023 Q4	$20.9K	Hold	585	–	–	﹤0.01%	385
2023 Q3	$21.8K	Hold	585	–	–	﹤0.01%	373
2023 Q2	$23.9K	Hold	585	–	–	﹤0.01%	370
2023 Q1	$22.4K	Hold	585	–	–	﹤0.01%	380
2022 Q4	$19.8K	Buy	585 +355	+154%	+$12.8K	﹤0.01%	373
2022 Q3	$8K	Hold	230	–	–	﹤0.01%	488
2022 Q2	$8K	Buy	+230	New	+$9.41K	﹤0.01%	517

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

JNBA Financial Advisors's IDRV Position: Q2 2024 in Review

JNBA Financial Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2024, closing a stake of 585 shares — an estimated $18.4K sold.

JNBA Financial Advisors first reported a position in IDRV in Q2 2022 and held it in 8 quarters. The position peaked at $23.9K in Q2 2023. 95 funds tracked by Wall St. Rank hold IDRV as of Q2 2024.

JNBA Financial Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2024 after selling out during the quarter.
JNBA Financial Advisors sold 585 iShares Self-Driving EV and Tech ETF shares in Q2 2024, an estimated $18.4K.
JNBA Financial Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2022 and held it in 8 quarters.
JNBA Financial Advisors's iShares Self-Driving EV and Tech ETF position peaked at $23.9K in Q2 2023.
95 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2024.

Based on JNBA Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.