Valley National Advisers’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Valley National Advisers’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	-31	Closed	-$1K	–	1250
2023 Q4	$1K	Sell	31 -11,661	-100%	-$397K	﹤0.01%	1080
2023 Q3	$435K	Sell	11,692 -233	-2%	-$9.48K	0.08%	175
2023 Q2	$489K	Buy	11,925 +24	+0.2%	+$904	0.08%	171
2023 Q1	$430K	Buy	11,901 +11,577	+3,573%	+$445K	0.08%	181
2022 Q4	$12K	Buy	324 +316	+3,950%	+$11.4K	﹤0.01%	555
2022 Q3	$0	Buy	+8	New	+$310	﹤0.01%	951

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

Valley National Advisers's IDRV Position: Q1 2024 in Review

Valley National Advisers sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 31 shares — an estimated $1K sold.

Valley National Advisers first reported a position in IDRV in Q3 2022 and held it in 6 quarters. The position peaked at $489K in Q2 2023. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Valley National Advisers reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 31 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $1K.
Valley National Advisers first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2022 and held it in 6 quarters.
Valley National Advisers's iShares Self-Driving EV and Tech ETF position peaked at $489K in Q2 2023.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.