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Safeguard Investment Advisory Group’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-650
Closed -$28K – 357
2020
Q4 		$28K Buy
+650
New +$24.9K 0.02% 266

Other funds holding IDRV

3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Investment Advisory Group's IDRV Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2021, closing a stake of 650 shares — an estimated $28K sold.

Safeguard Investment Advisory Group first reported a position in IDRV in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 88 funds tracked by Wall St. Rank hold IDRV as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 650 iShares Self-Driving EV and Tech ETF shares in Q1 2021, an estimated $28K.
  • Safeguard Investment Advisory Group first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Self-Driving EV and Tech ETF position peaked at $28K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.