SWA
SOA Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364 | Hold |
12
| – | – | ﹤0.01% | 797 |
|
|
2025
Q1 | $344 | Hold |
12
| – | – | ﹤0.01% | 808 |
|
|
2024
Q4 | $344 | Sell |
12
-100
| -89% | -$2.87K | ﹤0.01% | 798 |
|
|
2024
Q3 | $3.57K | Sell |
112
-91
| -45% | -$2.9K | ﹤0.01% | 630 |
|
|
2024
Q2 | $5.79K | Buy |
203
+91
| +81% | +$2.6K | ﹤0.01% | 592 |
|
|
2024
Q1 | $3.53K | Hold |
112
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $4.02K | Buy |
112
+1
| +0.9% | +$36 | ﹤0.01% | 623 |
|
|
2023
Q3 | $4.14K | Buy |
111
+65
| +141% | +$2.43K | ﹤0.01% | 642 |
|
|
2023
Q2 | $1.9K | Buy |
46
+35
| +318% | +$1.44K | ﹤0.01% | 730 |
|
|
2023
Q1 | $431 | Hold |
11
| – | – | ﹤0.01% | 855 |
|
|
2022
Q4 | $379 | Hold |
11
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 890 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 906 |
|