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

Tradition 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 Q1	–	Sell	-106	Closed	-$4K	–	766
2023 Q4	$4K	Sell	106 -517	-83%	-$17.6K	﹤0.01%	1185
2023 Q3	$23K	Hold	623	–	–	﹤0.01%	807
2023 Q2	$25K	Buy	623 +6	+1%	+$226	﹤0.01%	820
2023 Q1	$24K	Hold	617	–	–	﹤0.01%	792
2022 Q4	$21K	Hold	617	–	–	﹤0.01%	740
2022 Q3	$21K	Hold	617	–	–	﹤0.01%	743
2022 Q2	$23K	Sell	617 -43	-7%	-$1.76K	﹤0.01%	622
2022 Q1	$31K	Hold	660	–	–	﹤0.01%	621
2021 Q4	$36K	Hold	660	–	–	﹤0.01%	610
2021 Q3	$32K	Hold	660	–	–	﹤0.01%	627
2021 Q2	$33K	Sell	660 -9	-1%	-$429	﹤0.01%	640
2021 Q1	$31K	Buy	669 +169	+34%	+$7.77K	0.01%	542
2020 Q4	$22K	Buy	+500	New	+$19.1K	﹤0.01%	573

Other funds holding IDRV

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Tradition Wealth Management's IDRV Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 106 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in IDRV in Q4 2020 and held it in 13 quarters. The position peaked at $36K in Q4 2021. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Tradition Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 106 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $36K in Q4 2021.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.