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Northwest Financial Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-104
Closed -$3.3K – 302
2024
Q3 		$3.3K Buy
+104
New +$3.03K ﹤0.01% 473

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Northwest Financial Advisors's IDRV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2024, closing a stake of 104 shares — an estimated $3.3K sold.

Northwest Financial Advisors first reported a position in IDRV in Q3 2024 and held it in 1 quarter. The position peaked at $3.3K in Q3 2024. 84 funds tracked by Wall St. Rank hold IDRV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 104 iShares Self-Driving EV and Tech ETF shares in Q4 2024, an estimated $3.3K.
  • Northwest Financial Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's iShares Self-Driving EV and Tech ETF position peaked at $3.3K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.