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

Kingsview 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
2023 Q1	–	Sell	-23,824	Closed	-$806K	–	914
2022 Q4	$806K	Buy	23,824 +5,005	+27%	+$180K	0.04%	388
2022 Q3	$629K	Sell	18,819 -14,995	-44%	-$581K	0.03%	447
2022 Q2	$1.25M	Buy	33,814 +288	+0.9%	+$11.8K	0.06%	306
2022 Q1	$1.56M	Buy	33,526 +1,659	+5%	+$80.6K	0.07%	288
2021 Q4	$1.73M	Sell	31,867 -1,717	-5%	-$91.3K	0.07%	272
2021 Q3	$1.62M	Sell	33,584 -5,155	-13%	-$255K	0.08%	267
2021 Q2	$1.92M	Buy	38,739 +2,167	+6%	+$103K	0.09%	228
2021 Q1	$1.71M	Buy	+36,572	New	+$1.68M	0.1%	217

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Kingsview Wealth Management's IDRV Position: Q1 2023 in Review

Kingsview Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2023, closing a stake of 23,824 shares — an estimated $806K sold.

Kingsview Wealth Management first reported a position in IDRV in Q1 2021 and held it in 8 quarters. The position peaked at $1.92M in Q2 2021. 118 funds tracked by Wall St. Rank hold IDRV as of Q1 2023.

Kingsview Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2023 after selling out during the quarter.
Kingsview Wealth Management sold 23,824 iShares Self-Driving EV and Tech ETF shares in Q1 2023, an estimated $806K.
Kingsview Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 8 quarters.
Kingsview Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $1.92M in Q2 2021.
118 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.