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

Veritable’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
2022 Q3	–	Sell	-5,517	Closed	-$203K	–	845
2022 Q2	$203K	Hold	5,517	–	–	﹤0.01%	821
2022 Q1	$256K	Hold	5,517	–	–	﹤0.01%	775
2021 Q4	$299K	Hold	5,517	–	–	﹤0.01%	717
2021 Q3	$266K	Hold	5,517	–	–	﹤0.01%	738
2021 Q2	$274K	Buy	+5,517	New	+$263K	﹤0.01%	715

Other funds holding IDRV

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KAS

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

MFG

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Veritable's IDRV Position: Q3 2022 in Review

Veritable sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2022, closing a stake of 5,517 shares — an estimated $203K sold.

Veritable first reported a position in IDRV in Q2 2021 and held it in 5 quarters. The position peaked at $299K in Q4 2021. 99 funds tracked by Wall St. Rank hold IDRV as of Q3 2022.

Veritable reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2022 after selling out during the quarter.
Veritable sold 5,517 iShares Self-Driving EV and Tech ETF shares in Q3 2022, an estimated $203K.
Veritable first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2021 and held it in 5 quarters.
Veritable's iShares Self-Driving EV and Tech ETF position peaked at $299K in Q4 2021.
99 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.