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Phoenix Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-10,007
Closed -$372K – 114
2023
Q3 		$372K Buy
+10,007
New +$407K 0.22% 63

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Phoenix Wealth Advisors's IDRV Position: Q4 2023 in Review

Phoenix Wealth Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2023, closing a stake of 10,007 shares — an estimated $372K sold.

Phoenix Wealth Advisors first reported a position in IDRV in Q3 2023 and held it in 1 quarter. The position peaked at $372K in Q3 2023. 102 funds tracked by Wall St. Rank hold IDRV as of Q4 2023.

  • Phoenix Wealth Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 10,007 iShares Self-Driving EV and Tech ETF shares in Q4 2023, an estimated $372K.
  • Phoenix Wealth Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2023 and held it in 1 quarter.
  • Phoenix Wealth Advisors's iShares Self-Driving EV and Tech ETF position peaked at $372K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.