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Sweeney & Michel’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Sweeney & Michel’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
Q3 		$396K Sell
12,067
-38,599
-76% -$1.57M 0.21% 73
2023
Q2 		$2.14M Buy
50,666
+46
+0.1% +$1.73K 1.1% 19
2023
Q1 		$1.97M Buy
+50,620
New +$1.95M 1.05% 20

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Sweeney & Michel's IDRV Position: Q3 2023 in Review

Sweeney & Michel reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 76% in Q3 2023, selling an estimated $1.57M and leaving 12,067 shares worth $396K. The position accounts for 0.21% of the portfolio, ranked #73.

Sweeney & Michel first reported a position in IDRV in Q1 2023 and has held it in 3 quarters since. The position peaked at $2.14M in Q2 2023. 105 funds tracked by Wall St. Rank hold IDRV as of Q3 2023.

  • Sweeney & Michel held 12,067 shares of iShares Self-Driving EV and Tech ETF worth $396K as of Q3 2023.
  • Sweeney & Michel sold 38,599 iShares Self-Driving EV and Tech ETF shares in Q3 2023, an estimated $1.57M.
  • iShares Self-Driving EV and Tech ETF made up 0.21% of Sweeney & Michel's portfolio in Q3 2023, its #73 holding.
  • Sweeney & Michel first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2023 and has held it in 3 quarters since.
  • Sweeney & Michel's iShares Self-Driving EV and Tech ETF position peaked at $2.14M in Q2 2023.
  • 105 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2023.

Based on Sweeney & Michel's 13F filing for Q3 2023, filed 9 Nov 2023.