OPS
IDRV icon

Orion Portfolio Solutions’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Orion Portfolio Solutions’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
2022
Q1 		– Sell
-3,946
Closed -$214K – 717
2021
Q4 		$214K Buy
+3,946
New +$210K 0.01% 668
2020
Q3 		– Sell
-50
Closed -$1K – 1180
2020
Q2 		$1K Buy
50
+1
+2% +$25 ﹤0.01% 2001
2020
Q1 		$1K Buy
+49
New +$1.26K ﹤0.01% 1732

Other funds holding IDRV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's IDRV Position: Q1 2022 in Review

Orion Portfolio Solutions sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2022, closing a stake of 3,946 shares — an estimated $214K sold.

Orion Portfolio Solutions first reported a position in IDRV in Q1 2020 and held it in 3 quarters. The position peaked at $214K in Q4 2021. 117 funds tracked by Wall St. Rank hold IDRV as of Q1 2022.

  • Orion Portfolio Solutions reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,946 iShares Self-Driving EV and Tech ETF shares in Q1 2022, an estimated $214K.
  • Orion Portfolio Solutions first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2020 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares Self-Driving EV and Tech ETF position peaked at $214K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2022.

Based on Orion Portfolio Solutions's 13F filing for Q1 2022, filed 19 May 2022.