Laurel Wealth Advisors (North Carolina)’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-500	Closed	-$25K	–	698
2021 Q2	$25K	Hold	500	–	–	0.01%	355
2021 Q1	$23K	Hold	500	–	–	0.01%	341
2020 Q4	$22K	Hold	500	–	–	0.01%	333
2020 Q3	$17K	Buy	+500	New	+$15.9K	0.01%	330

Other funds holding IDRV

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IDRV Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2021, closing a stake of 500 shares — an estimated $25K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IDRV in Q3 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 96 funds tracked by Wall St. Rank hold IDRV as of Q3 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 500 iShares Self-Driving EV and Tech ETF shares in Q3 2021, an estimated $25K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2020 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Self-Driving EV and Tech ETF position peaked at $25K in Q2 2021.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.