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Phillips Financial Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Phillips Financial Management’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
Q2 		– Sell
-882
Closed -$33.8K – 238
2023
Q1 		$33.8K Hold
882
– – ﹤0.01% 202
2022
Q4 		$29.8K Sell
882
-222
-20% -$7.99K ﹤0.01% 192
2022
Q3 		$37K Buy
+1,104
New +$42.8K ﹤0.01% 180

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phillips Financial Management's IDRV Position: Q2 2023 in Review

Phillips Financial Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2023, closing a stake of 882 shares — an estimated $33.8K sold.

Phillips Financial Management first reported a position in IDRV in Q3 2022 and held it in 3 quarters. The position peaked at $37K in Q3 2022. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

  • Phillips Financial Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2023 after selling out during the quarter.
  • Phillips Financial Management sold 882 iShares Self-Driving EV and Tech ETF shares in Q2 2023, an estimated $33.8K.
  • Phillips Financial Management first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2022 and held it in 3 quarters.
  • Phillips Financial Management's iShares Self-Driving EV and Tech ETF position peaked at $37K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2023.

Based on Phillips Financial Management's 13F filing for Q2 2023, filed 11 Aug 2023.