Patriot Financial Group Insurance Agency’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-2,569	Closed	-$95K	–	1099
2022 Q2	$95K	Hold	2,569	–	–	0.02%	561
2022 Q1	$119K	Sell	2,569 -334	-12%	-$16.2K	0.02%	536
2021 Q4	$157K	Sell	2,903 -76	-3%	-$4.04K	0.03%	523
2021 Q3	$143K	Hold	2,979	–	–	0.03%	541
2021 Q2	$148K	Hold	2,979	–	–	0.03%	504
2021 Q1	$137K	Buy	+2,979	New	+$137K	0.03%	476

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IDRV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2022, closing a stake of 2,569 shares — an estimated $95K sold.

Patriot Financial Group Insurance Agency first reported a position in IDRV in Q1 2021 and held it in 6 quarters. The position peaked at $157K in Q4 2021. 99 funds tracked by Wall St. Rank hold IDRV as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,569 iShares Self-Driving EV and Tech ETF shares in Q3 2022, an estimated $95K.
Patriot Financial Group Insurance Agency first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares Self-Driving EV and Tech ETF position peaked at $157K in Q4 2021.
99 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.