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Regal Investment Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Regal Investment 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
2022
Q2 		– Sell
-4,885
Closed -$227K – 524
2022
Q1 		$227K Buy
+4,885
New +$237K 0.02% 474

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Regal Investment Advisors's IDRV Position: Q2 2022 in Review

Regal Investment Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2022, closing a stake of 4,885 shares — an estimated $227K sold.

Regal Investment Advisors first reported a position in IDRV in Q1 2022 and held it in 1 quarter. The position peaked at $227K in Q1 2022. 111 funds tracked by Wall St. Rank hold IDRV as of Q2 2022.

  • Regal Investment Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 4,885 iShares Self-Driving EV and Tech ETF shares in Q2 2022, an estimated $227K.
  • Regal Investment Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and held it in 1 quarter.
  • Regal Investment Advisors's iShares Self-Driving EV and Tech ETF position peaked at $227K in Q1 2022.
  • 111 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.