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Raymond James Financial Services Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Raymond James Financial Services 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
Q3 		$250K Sell
7,856
-391
-5% -$11.4K ﹤0.01% 3045
2024
Q2 		$235K Sell
8,247
-4,568
-36% -$138K ﹤0.01% 3023
2024
Q1 		$403K Sell
12,815
-5,100
-28% -$161K ﹤0.01% 2668
2023
Q4 		$640K Buy
17,915
+2,730
+18% +$93K ﹤0.01% 2255
2023
Q3 		$565K Sell
15,185
-54
-0.4% -$2.2K ﹤0.01% 2252
2023
Q2 		$623K Sell
15,239
-445
-3% -$16.8K ﹤0.01% 2215
2023
Q1 		$602K Sell
15,684
-13,615
-46% -$524K ﹤0.01% 2220
2022
Q4 		$991K Sell
29,299
-9,056
-24% -$326K ﹤0.01% 1848
2022
Q3 		$1.28M Sell
38,355
-2,519
-6% -$97.6K ﹤0.01% 1680
2022
Q2 		$1.5M Sell
40,874
-287
-0.7% -$11.7K ﹤0.01% 1607
2022
Q1 		$1.91M Sell
41,161
-41
-0.1% -$1.99K ﹤0.01% 1524
2021
Q4 		$2.23M Sell
41,202
-247
-0.6% -$13.1K ﹤0.01% 1461
2021
Q3 		$2M Buy
41,449
+1,083
+3% +$53.5K ﹤0.01% 1486
2021
Q2 		$2.01M Buy
40,366
+17,504
+77% +$834K ﹤0.01% 1461
2021
Q1 		$1.05M Buy
+22,862
New +$1.05M ﹤0.01% 1818

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial Services Advisors's IDRV Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 4.7% in Q3 2024, selling an estimated $11.4K and leaving 7,856 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Raymond James Financial Services Advisors first reported a position in IDRV in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.23M in Q4 2021. 84 funds tracked by Wall St. Rank hold IDRV as of Q3 2024.

  • Raymond James Financial Services Advisors held 7,856 shares of iShares Self-Driving EV and Tech ETF worth $250K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 391 iShares Self-Driving EV and Tech ETF shares in Q3 2024, an estimated $11.4K.
  • iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3045 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and has held it in 15 quarters since.
  • Raymond James Financial Services Advisors's iShares Self-Driving EV and Tech ETF position peaked at $2.23M in Q4 2021.
  • 84 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.