TCI Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-142	Closed	-$5.45K	–	1138
2023 Q1	$5.45K	Hold	142	–	–	﹤0.01%	1464
2022 Q4	$4.8K	Hold	142	–	–	﹤0.01%	1554
2022 Q3	$5K	Hold	142	–	–	﹤0.01%	1463
2022 Q2	$5K	Hold	142	–	–	﹤0.01%	1488
2022 Q1	$7K	Hold	142	–	–	﹤0.01%	1320
2021 Q4	$8K	Hold	142	–	–	﹤0.01%	1332
2021 Q3	$7K	Hold	142	–	–	﹤0.01%	1357
2021 Q2	$7K	Hold	142	–	–	﹤0.01%	1211
2021 Q1	$7K	Hold	142	–	–	﹤0.01%	1056
2020 Q4	$6K	Buy	+142	New	+$5.43K	﹤0.01%	809

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

TCI Wealth Advisors's IDRV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2023, closing a stake of 142 shares — an estimated $5.45K sold.

TCI Wealth Advisors first reported a position in IDRV in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q4 2021. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 142 iShares Self-Driving EV and Tech ETF shares in Q2 2023, an estimated $5.45K.
TCI Wealth Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 10 quarters.
TCI Wealth Advisors's iShares Self-Driving EV and Tech ETF position peaked at $8K in Q4 2021.
109 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.