Raymond James & Associates’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Raymond James & Associates’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 Q3	–	Sell	-6,822	Closed	-$279K	–	3859
2023 Q2	$279K	Sell	6,822 -285	-4%	-$10.7K	﹤0.01%	3305
2023 Q1	$273K	Buy	+7,107	New	+$273K	﹤0.01%	3297
2022 Q4	–	Sell	-7,319	Closed	-$245K	–	3988
2022 Q3	$245K	Sell	7,319 -438	-6%	-$17K	﹤0.01%	3307
2022 Q2	$286K	Sell	7,757 -63,096	-89%	-$2.58M	﹤0.01%	3265
2022 Q1	$3.29M	Sell	70,853 -23,380	-25%	-$1.14M	﹤0.01%	1799
2021 Q4	$5.11M	Buy	94,233 +4,235	+5%	+$225K	﹤0.01%	1538
2021 Q3	$4.33M	Buy	89,998 +3,494	+4%	+$173K	﹤0.01%	1590
2021 Q2	$4.3M	Buy	86,504 +8,160	+10%	+$389K	﹤0.01%	1583
2021 Q1	$3.61M	Buy	+78,344	New	+$3.6M	﹤0.01%	1633

Other funds holding IDRV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

MFG

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

Raymond James & Associates's IDRV Position: Q3 2023 in Review

Raymond James & Associates sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2023, closing a stake of 6,822 shares — an estimated $279K sold.

Raymond James & Associates first reported a position in IDRV in Q1 2021 and held it in 9 quarters. The position peaked at $5.11M in Q4 2021. 105 funds tracked by Wall St. Rank hold IDRV as of Q3 2023.

Raymond James & Associates reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2023 after selling out during the quarter.
Raymond James & Associates sold 6,822 iShares Self-Driving EV and Tech ETF shares in Q3 2023, an estimated $279K.
Raymond James & Associates first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 9 quarters.
Raymond James & Associates's iShares Self-Driving EV and Tech ETF position peaked at $5.11M in Q4 2021.
105 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2023.

Based on Raymond James & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.