SFS
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Sowell Financial Services’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,073
Closed -$50K – 1533
2021
Q1 		$50K Buy
+1,073
New +$49.3K ﹤0.01% 1659

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Sowell Financial Services's IDRV Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2021, closing a stake of 1,073 shares — an estimated $50K sold.

Sowell Financial Services first reported a position in IDRV in Q1 2021 and held it in 1 quarter. The position peaked at $50K in Q1 2021. 86 funds tracked by Wall St. Rank hold IDRV as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,073 iShares Self-Driving EV and Tech ETF shares in Q2 2021, an estimated $50K.
  • Sowell Financial Services first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's iShares Self-Driving EV and Tech ETF position peaked at $50K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.