Monumental Financial Group’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Monumental Financial Group’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
2024 Q2	–	Sell	-87,646	Closed	-$2.75M	–	43
2024 Q1	$2.75M	Buy	87,646 +17,825	+26%	+$561K	1.47%	15
2023 Q4	$2.49M	Buy	69,821 +8,278	+13%	+$282K	1.49%	15
2023 Q3	$2.29M	Buy	61,543 +1,670	+3%	+$67.9K	1.52%	16
2023 Q2	$2.45M	Buy	59,873 +979	+2%	+$36.9K	1.65%	18
2023 Q1	$2.26M	Buy	58,894 +2,397	+4%	+$92.2K	1.62%	15
2022 Q4	$1.91M	Sell	56,497 -22,870	-29%	-$823K	1.54%	14
2022 Q3	$2.65M	Buy	79,367 +10,744	+16%	+$416K	2.51%	11
2022 Q2	$2.53M	Sell	68,623 -6,899	-9%	-$282K	2.32%	13
2022 Q1	$3.51M	Buy	75,522 +16,297	+28%	+$792K	2.9%	11
2021 Q4	$3.21M	Buy	59,225 +1,545	+3%	+$82.1K	2.3%	12
2021 Q3	$2.78M	Buy	57,680 +4,059	+8%	+$201K	2.22%	12
2021 Q2	$2.66M	Buy	53,621 +36,763	+218%	+$1.75M	2.28%	11
2021 Q1	$777K	Buy	+16,858	New	+$775K	0.74%	21

Other funds holding IDRV

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

KAS

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

Monumental Financial Group's IDRV Position: Q2 2024 in Review

Monumental Financial Group sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2024, closing a stake of 87,646 shares — an estimated $2.75M sold.

Monumental Financial Group first reported a position in IDRV in Q1 2021 and held it in 13 quarters. The position peaked at $3.51M in Q1 2022. 95 funds tracked by Wall St. Rank hold IDRV as of Q2 2024.

Monumental Financial Group reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2024 after selling out during the quarter.
Monumental Financial Group sold 87,646 iShares Self-Driving EV and Tech ETF shares in Q2 2024, an estimated $2.75M.
Monumental Financial Group first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 13 quarters.
Monumental Financial Group's iShares Self-Driving EV and Tech ETF position peaked at $3.51M in Q1 2022.
95 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2024.

Based on Monumental Financial Group's 13F filing for Q2 2024, filed 5 Aug 2024.