Spearhead Capital Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Spearhead Capital Advisors’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 Q1	–	Sell	-5,278	Closed	-$286K	–	211
2021 Q4	$286K	Buy	5,278 +68	+1%	+$3.62K	0.03%	152
2021 Q3	$251K	Sell	5,210 -234	-4%	-$11.6K	0.03%	174
2021 Q2	$270K	Buy	+5,444	New	+$259K	0.04%	181

Other funds holding IDRV

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

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

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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

KAS

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

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Spearhead Capital Advisors's IDRV Position: Q1 2022 in Review

Spearhead Capital Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2022, closing a stake of 5,278 shares — an estimated $286K sold.

Spearhead Capital Advisors first reported a position in IDRV in Q2 2021 and held it in 3 quarters. The position peaked at $286K in Q4 2021. 117 funds tracked by Wall St. Rank hold IDRV as of Q1 2022.

Spearhead Capital Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 5,278 iShares Self-Driving EV and Tech ETF shares in Q1 2022, an estimated $286K.
Spearhead Capital Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2021 and held it in 3 quarters.
Spearhead Capital Advisors's iShares Self-Driving EV and Tech ETF position peaked at $286K in Q4 2021.
117 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2022.

Based on Spearhead Capital Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.