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Prosperity Capital Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Prosperity Capital 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
2024
Q1 		– Sell
-7,299
Closed -$261K – 329
2023
Q4 		$261K Buy
+7,299
New +$249K 0.03% 218

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Prosperity Capital Advisors's IDRV Position: Q1 2024 in Review

Prosperity Capital Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 7,299 shares — an estimated $261K sold.

Prosperity Capital Advisors first reported a position in IDRV in Q4 2023 and held it in 1 quarter. The position peaked at $261K in Q4 2023. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

  • Prosperity Capital Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 7,299 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $261K.
  • Prosperity Capital Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2023 and held it in 1 quarter.
  • Prosperity Capital Advisors's iShares Self-Driving EV and Tech ETF position peaked at $261K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Prosperity Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.