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

Truist 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 Q4	–	Sell	-9,849	Closed	-$366K	–	2675
2023 Q3	$366K	Buy	9,849 +592	+6%	+$24.1K	﹤0.01%	2106
2023 Q2	$379K	Sell	9,257 -948	-9%	-$35.7K	﹤0.01%	2124
2023 Q1	$391K	Buy	+10,205	New	+$392K	﹤0.01%	2122
2022 Q4	–	Sell	-10,441	Closed	-$349K	–	2632
2022 Q3	$349K	Buy	10,441 +114	+1%	+$4.42K	﹤0.01%	2005
2022 Q2	$380K	Buy	10,327 +131	+1%	+$5.36K	﹤0.01%	2080
2022 Q1	$473K	Buy	10,196 +752	+8%	+$36.5K	﹤0.01%	2034
2021 Q4	$512K	Sell	9,444 -850	-8%	-$45.2K	﹤0.01%	1999
2021 Q3	$496K	Hold	10,294	–	–	﹤0.01%	2007
2021 Q2	$511K	Sell	10,294 -30,375	-75%	-$1.45M	﹤0.01%	2035
2021 Q1	$1.88M	Buy	40,669 +35,504	+687%	+$1.63M	﹤0.01%	1271
2020 Q4	$240K	Buy	+5,165	New	+$198K	﹤0.01%	2294

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MFG

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

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

DWP

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

Truist Financial's IDRV Position: Q4 2023 in Review

Truist Financial sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2023, closing a stake of 9,849 shares — an estimated $366K sold.

Truist Financial first reported a position in IDRV in Q4 2020 and held it in 11 quarters. The position peaked at $1.88M in Q1 2021. 102 funds tracked by Wall St. Rank hold IDRV as of Q4 2023.

Truist Financial reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2023 after selling out during the quarter.
Truist Financial sold 9,849 iShares Self-Driving EV and Tech ETF shares in Q4 2023, an estimated $366K.
Truist Financial first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 11 quarters.
Truist Financial's iShares Self-Driving EV and Tech ETF position peaked at $1.88M in Q1 2021.
102 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.