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Laurel Wealth Planning’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Laurel Wealth Planning’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
Q2 		– Sell
-688
Closed -$32K – 134
2021
Q1 		$32K Buy
+688
New +$31.6K 0.03% 72

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Laurel Wealth Planning's IDRV Position: Q2 2021 in Review

Laurel Wealth Planning sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2021, closing a stake of 688 shares — an estimated $32K sold.

Laurel Wealth Planning first reported a position in IDRV in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 86 funds tracked by Wall St. Rank hold IDRV as of Q2 2021.

  • Laurel Wealth Planning reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Laurel Wealth Planning sold 688 iShares Self-Driving EV and Tech ETF shares in Q2 2021, an estimated $32K.
  • Laurel Wealth Planning first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 1 quarter.
  • Laurel Wealth Planning's iShares Self-Driving EV and Tech ETF position peaked at $32K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2021.

Based on Laurel Wealth Planning's 13F filing for Q2 2021, filed 9 Aug 2021.