Sandy Spring Bank’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Sandy Spring Bank’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 Q4	–	Sell	-475	Closed	-$17.7K	–	1197
2023 Q3	$17.7K	Hold	475	–	–	﹤0.01%	727
2023 Q2	$19.4K	Hold	475	–	–	﹤0.01%	719
2023 Q1	$18.2K	Hold	475	–	–	﹤0.01%	716
2022 Q4	$16.1K	Hold	475	–	–	﹤0.01%	737
2022 Q3	$16K	Hold	475	–	–	﹤0.01%	716
2022 Q2	$17K	Hold	475	–	–	﹤0.01%	726
2022 Q1	$22K	Hold	475	–	–	﹤0.01%	691
2021 Q4	$26K	Hold	475	–	–	﹤0.01%	706
2021 Q3	$23K	Hold	475	–	–	﹤0.01%	733
2021 Q2	$24K	Hold	475	–	–	﹤0.01%	740
2021 Q1	$22K	Hold	475	–	–	﹤0.01%	664
2020 Q4	$21K	Buy	+475	New	+$18.2K	﹤0.01%	627

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MFG

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

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

DWP

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

Sandy Spring Bank's IDRV Position: Q4 2023 in Review

Sandy Spring Bank sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2023, closing a stake of 475 shares — an estimated $17.7K sold.

Sandy Spring Bank first reported a position in IDRV in Q4 2020 and held it in 12 quarters. The position peaked at $26K in Q4 2021. 102 funds tracked by Wall St. Rank hold IDRV as of Q4 2023.

Sandy Spring Bank reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 475 iShares Self-Driving EV and Tech ETF shares in Q4 2023, an estimated $17.7K.
Sandy Spring Bank first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 12 quarters.
Sandy Spring Bank's iShares Self-Driving EV and Tech ETF position peaked at $26K in Q4 2021.
102 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.