North Star Investment Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

North Star Investment Management’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 Q4	–	Sell	-240	Closed	-$8.93K	–	1243
2023 Q3	$8.93K	Hold	240	–	–	﹤0.01%	857
2023 Q2	$9.82K	Hold	240	–	–	﹤0.01%	855
2023 Q1	$9.21K	Hold	240	–	–	﹤0.01%	881
2022 Q4	$8.12K	Hold	240	–	–	﹤0.01%	886
2022 Q3	$8K	Hold	240	–	–	﹤0.01%	842
2022 Q2	$9K	Hold	240	–	–	﹤0.01%	849
2022 Q1	$11K	Hold	240	–	–	﹤0.01%	861
2021 Q4	$13K	Hold	240	–	–	﹤0.01%	850
2021 Q3	$12K	Hold	240	–	–	﹤0.01%	832
2021 Q2	$12K	Hold	240	–	–	﹤0.01%	817
2021 Q1	$11K	Hold	240	–	–	﹤0.01%	784
2020 Q4	$10K	Buy	+240	New	+$9.18K	﹤0.01%	775

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

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

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

North Star Investment Management's IDRV Position: Q4 2023 in Review

North Star Investment Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2023, closing a stake of 240 shares — an estimated $8.93K sold.

North Star Investment Management first reported a position in IDRV in Q4 2020 and held it in 12 quarters. The position peaked at $13K in Q4 2021. 102 funds tracked by Wall St. Rank hold IDRV as of Q4 2023.

North Star Investment Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2023 after selling out during the quarter.
North Star Investment Management sold 240 iShares Self-Driving EV and Tech ETF shares in Q4 2023, an estimated $8.93K.
North Star Investment Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 12 quarters.
North Star Investment Management's iShares Self-Driving EV and Tech ETF position peaked at $13K in Q4 2021.
102 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2023.

Based on North Star Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.