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Sigma Planning Corp’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Sigma Planning Corp’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
-8,639
Closed -$373K – 1373
2020
Q4 		$373K Buy
+8,639
New +$331K 0.01% 794

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 $38.8B AUM 21.88% 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

Sigma Planning Corp's IDRV Position: Q1 2021 in Review

Sigma Planning Corp sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2021, closing a stake of 8,639 shares — an estimated $373K sold.

Sigma Planning Corp first reported a position in IDRV in Q4 2020 and held it in 1 quarter. The position peaked at $373K in Q4 2020. 88 funds tracked by Wall St. Rank hold IDRV as of Q1 2021.

  • Sigma Planning Corp reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 8,639 iShares Self-Driving EV and Tech ETF shares in Q1 2021, an estimated $373K.
  • Sigma Planning Corp first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 1 quarter.
  • Sigma Planning Corp's iShares Self-Driving EV and Tech ETF position peaked at $373K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2021.

Based on Sigma Planning Corp's 13F filing for Q1 2021, filed 6 May 2021.