Money Concepts Capital’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Money Concepts Capital’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	-102	Closed	-$3.44K	–	1632
2022 Q4	$3.44K	Buy	+102	New	+$3.67K	﹤0.01%	2504
2022 Q2	–	Sell	-55	Closed	-$3K	–	2004
2022 Q1	$3K	Buy	+55	New	+$2.67K	﹤0.01%	2360

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

Money Concepts Capital's IDRV Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2023, closing a stake of 102 shares — an estimated $3.44K sold.

Money Concepts Capital first reported a position in IDRV in Q1 2022 and held it in 2 quarters. The position peaked at $3.44K in Q4 2022. 118 funds tracked by Wall St. Rank hold IDRV as of Q1 2023.

Money Concepts Capital reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 102 iShares Self-Driving EV and Tech ETF shares in Q1 2023, an estimated $3.44K.
Money Concepts Capital first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's iShares Self-Driving EV and Tech ETF position peaked at $3.44K in Q4 2022.
118 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.