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

Next 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
2021 Q4	$242K	Buy	4,460 +19	+0.4%	+$1.01K	0.02%	822
2021 Q3	$214K	Sell	4,441 -355	-7%	-$17.5K	0.02%	804
2021 Q2	$239K	Sell	4,796 -325	-6%	-$15.5K	0.02%	760
2021 Q1	$236K	Buy	5,121 +1,084	+27%	+$49.8K	0.02%	711
2020 Q4	$174K	Buy	4,037 +2,247	+126%	+$86K	0.02%	764
2020 Q3	$60K	Buy	+1,790	New	+$56.8K	0.01%	1041

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

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

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

Next Financial Group's IDRV Position: Q4 2021 in Review

Next Financial Group increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 0.43% in Q4 2021, buying an estimated $1.01K and bringing the position to 4,460 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #822.

Next Financial Group first reported a position in IDRV in Q3 2020 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold IDRV as of Q4 2021.

Next Financial Group held 4,460 shares of iShares Self-Driving EV and Tech ETF worth $242K as of Q4 2021.
Next Financial Group bought 19 iShares Self-Driving EV and Tech ETF shares in Q4 2021, an estimated $1.01K.
iShares Self-Driving EV and Tech ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #822 holding.
Next Financial Group first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2020 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.