Sargent Bickham Lagudis’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Sargent Bickham Lagudis’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 Q4	$1.89K	Hold	56	–	–	﹤0.01%	924
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	883
2022 Q2	$2K	Hold	56	–	–	﹤0.01%	924
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	851
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	857
2021 Q3	$3K	Hold	56	–	–	﹤0.01%	859
2021 Q2	$3K	Sell	56 -38	-40%	-$1.81K	﹤0.01%	839
2021 Q1	$4K	Buy	+94	New	+$4.32K	﹤0.01%	813

Other funds holding IDRV

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sargent Bickham Lagudis's IDRV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q4 2022 at 56 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Sargent Bickham Lagudis first reported a position in IDRV in Q1 2021 and has held it in 8 quarters since. The position peaked at $4K in Q1 2021. 116 funds tracked by Wall St. Rank hold IDRV as of Q4 2022.

Sargent Bickham Lagudis held 56 shares of iShares Self-Driving EV and Tech ETF worth $1.89K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Self-Driving EV and Tech ETF share count unchanged in Q4 2022.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #924 holding.
Sargent Bickham Lagudis first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's iShares Self-Driving EV and Tech ETF position peaked at $4K in Q1 2021.
116 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.