Steward Partners Investment Advisory’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-32
| Closed | -$935 | – | 4187 |
|
2025
Q1 | $935 | Buy |
+32
| New | +$935 | ﹤0.01% | 3784 |
|
2024
Q4 | – | Sell |
-150
| Closed | -$4.76K | – | 4026 |
|
2024
Q3 | $4.76K | Hold |
150
| – | – | ﹤0.01% | 3198 |
|
2024
Q2 | $4.28K | Hold |
150
| – | – | ﹤0.01% | 3097 |
|
2024
Q1 | $4.72K | Hold |
150
| – | – | ﹤0.01% | 3066 |
|
2023
Q4 | $5.36K | Hold |
150
| – | – | ﹤0.01% | 2935 |
|
2023
Q3 | $5.58K | Hold |
150
| – | – | ﹤0.01% | 2787 |
|
2023
Q2 | $6.14K | Sell |
150
-36
| -19% | -$1.47K | ﹤0.01% | 2730 |
|
2023
Q1 | $7.14K | Buy |
186
+144
| +343% | +$5.52K | ﹤0.01% | 2668 |
|
2022
Q4 | $1.42K | Hold |
42
| – | – | ﹤0.01% | 3084 |
|
2022
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 3129 |
|
2022
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 3003 |
|
2022
Q1 | $2K | Buy |
42
+36
| +600% | +$1.71K | ﹤0.01% | 3085 |
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3245 |
|
2021
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3241 |
|
2021
Q2 | – | Sell |
-150
| Closed | -$6.92K | – | 7227 |
|
2021
Q1 | $6.92K | Buy |
+150
| New | +$6.92K | ﹤0.01% | 2925 |
|