Stifel Financial’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Stifel Financial’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
2023 Q2	–	Sell	-5,219	Closed	-$200K	–	3360
2023 Q1	$200K	Buy	+5,219	New	+$201K	﹤0.01%	3054
2022 Q4	–	Sell	-8,550	Closed	-$286K	–	3342
2022 Q3	$286K	Sell	8,550 -804	-9%	-$31.2K	﹤0.01%	2747
2022 Q2	$344K	Buy	9,354 +745	+9%	+$30.5K	﹤0.01%	2673
2022 Q1	$400K	Buy	8,609 +127	+1%	+$6.17K	﹤0.01%	2702
2021 Q4	$460K	Buy	8,482 +1,186	+16%	+$63K	﹤0.01%	2634
2021 Q3	$351K	Buy	7,296 +3,060	+72%	+$151K	﹤0.01%	2799
2021 Q2	$210K	Buy	+4,236	New	+$202K	﹤0.01%	3118

Other funds holding IDRV

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's IDRV Position: Q2 2023 in Review

Stifel Financial sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2023, closing a stake of 5,219 shares — an estimated $200K sold.

Stifel Financial first reported a position in IDRV in Q2 2021 and held it in 7 quarters. The position peaked at $460K in Q4 2021. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

Stifel Financial reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2023 after selling out during the quarter.
Stifel Financial sold 5,219 iShares Self-Driving EV and Tech ETF shares in Q2 2023, an estimated $200K.
Stifel Financial first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2021 and held it in 7 quarters.
Stifel Financial's iShares Self-Driving EV and Tech ETF position peaked at $460K in Q4 2021.
109 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.