Spire Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Spire Wealth Management’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
2024 Q4	–	Sell	-388	Closed	-$12.3K	–	2481
2024 Q3	$12.3K	Hold	388	–	–	﹤0.01%	1584
2024 Q2	$11.1K	Hold	388	–	–	﹤0.01%	1611
2024 Q1	$12.2K	Hold	388	–	–	﹤0.01%	1657
2023 Q4	$11.7K	Hold	388	–	–	﹤0.01%	1713
2023 Q3	$14.4K	Hold	388	–	–	﹤0.01%	1620
2023 Q2	$15.9K	Hold	388	–	–	﹤0.01%	1667
2023 Q1	$14.9K	Hold	388	–	–	﹤0.01%	1722
2022 Q4	$13K	Hold	388	–	–	﹤0.01%	1521
2022 Q3	$13K	Hold	388	–	–	﹤0.01%	1482
2022 Q2	$14K	Sell	388 -368	-49%	-$15.1K	﹤0.01%	1797
2022 Q1	$35K	Sell	756 -92	-11%	-$4.47K	﹤0.01%	1588
2021 Q4	$46K	Buy	848 +460	+119%	+$24.5K	﹤0.01%	1777
2021 Q3	$19K	Hold	388	–	–	﹤0.01%	1873
2021 Q2	$19K	Sell	388 -1,215	-76%	-$57.9K	﹤0.01%	1888
2021 Q1	$74K	Buy	+1,603	New	+$73.7K	﹤0.01%	1530

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Spire Wealth Management's IDRV Position: Q4 2024 in Review

Spire Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2024, closing a stake of 388 shares — an estimated $12.3K sold.

Spire Wealth Management first reported a position in IDRV in Q1 2021 and held it in 15 quarters. The position peaked at $74K in Q1 2021. 84 funds tracked by Wall St. Rank hold IDRV as of Q4 2024.

Spire Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 388 iShares Self-Driving EV and Tech ETF shares in Q4 2024, an estimated $12.3K.
Spire Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $74K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.