Lumature Wealth Partners’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Lumature Wealth Partners’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 Q2	$8.18K	Hold	200	–	–	﹤0.01%	321
2023 Q1	$7.67K	Hold	200	–	–	﹤0.01%	316
2022 Q4	$6.77K	Hold	200	–	–	﹤0.01%	323
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	325
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	335
2022 Q1	$9K	Buy	+200	New	+$9.72K	﹤0.01%	342

Other funds holding IDRV

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

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

Lumature Wealth Partners's IDRV Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q2 2023 at 200 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Lumature Wealth Partners first reported a position in IDRV in Q1 2022 and has held it in 6 quarters since. The position peaked at $9K in Q1 2022. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

Lumature Wealth Partners held 200 shares of iShares Self-Driving EV and Tech ETF worth $8.18K as of Q2 2023.
Lumature Wealth Partners left its iShares Self-Driving EV and Tech ETF share count unchanged in Q2 2023.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #321 holding.
Lumature Wealth Partners first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and has held it in 6 quarters since.
Lumature Wealth Partners's iShares Self-Driving EV and Tech ETF position peaked at $9K in Q1 2022.
109 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.