Lido Advisors
IDRV icon

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

Lido 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
2021
Q3 		– Sell
-4,055
Closed -$201K – 988
2021
Q2 		$201K Buy
+4,055
New +$193K ﹤0.01% 875

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lido Advisors's IDRV Position: Q3 2021 in Review

Lido Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2021, closing a stake of 4,055 shares — an estimated $201K sold.

Lido Advisors first reported a position in IDRV in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 96 funds tracked by Wall St. Rank hold IDRV as of Q3 2021.

  • Lido Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Lido Advisors sold 4,055 iShares Self-Driving EV and Tech ETF shares in Q3 2021, an estimated $201K.
  • Lido Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2021 and held it in 1 quarter.
  • Lido Advisors's iShares Self-Driving EV and Tech ETF position peaked at $201K in Q2 2021.
  • 96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2021.

Based on Lido Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.