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Pathstone Family Office’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-270
Closed -$12.2M – 1360
2022
Q4 		$12.2M Buy
+270
New +$9.72K 0.1% 152

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Pathstone Family Office's IDRV Position: Q1 2023 in Review

Pathstone Family Office sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2023, closing a stake of 270 shares — an estimated $12.2M sold.

Pathstone Family Office first reported a position in IDRV in Q4 2022 and held it in 1 quarter. The position peaked at $12.2M in Q4 2022. 118 funds tracked by Wall St. Rank hold IDRV as of Q1 2023.

  • Pathstone Family Office reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 270 iShares Self-Driving EV and Tech ETF shares in Q1 2023, an estimated $12.2M.
  • Pathstone Family Office first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's iShares Self-Driving EV and Tech ETF position peaked at $12.2M in Q4 2022.
  • 118 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.