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

Tyler-Stone 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 Q2	–	Sell	-262	Closed	-$8.25K	–	1001
2024 Q1	$8.25K	Hold	262	–	–	﹤0.01%	682
2023 Q4	$9.38K	Buy	262 +2	+0.8%	+$68	﹤0.01%	645
2023 Q3	$10K	Hold	260	–	–	0.01%	612
2023 Q2	$11K	Buy	+260	New	+$9.79K	0.01%	590
2022 Q4	$9K	Hold	260	–	–	0.01%	576
2022 Q3	$9K	Buy	+260	New	+$10.1K	0.01%	553

Other funds holding IDRV

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Tyler-Stone Wealth Management's IDRV Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2024, closing a stake of 262 shares — an estimated $8.25K sold.

Tyler-Stone Wealth Management first reported a position in IDRV in Q3 2022 and held it in 6 quarters. The position peaked at $11K in Q2 2023. 95 funds tracked by Wall St. Rank hold IDRV as of Q2 2024.

Tyler-Stone Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 262 iShares Self-Driving EV and Tech ETF shares in Q2 2024, an estimated $8.25K.
Tyler-Stone Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2022 and held it in 6 quarters.
Tyler-Stone Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $11K in Q2 2023.
95 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.