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Oxler Private Wealth’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-480
Closed -$16.1K – 204
2022
Q3 		$16.1K Buy
+480
New +$18.6K 0.01% 318

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Oxler Private Wealth's IDRV Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2022, closing a stake of 480 shares — an estimated $16.1K sold.

Oxler Private Wealth first reported a position in IDRV in Q3 2022 and held it in 1 quarter. The position peaked at $16.1K in Q3 2022. 116 funds tracked by Wall St. Rank hold IDRV as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 480 iShares Self-Driving EV and Tech ETF shares in Q4 2022, an estimated $16.1K.
  • Oxler Private Wealth first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Self-Driving EV and Tech ETF position peaked at $16.1K in Q3 2022.
  • 116 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.