Westside Investment Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Westside Investment 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 Q3	–	Sell	-900	Closed	-$25.7K	–	1004
2024 Q2	$25.7K	Hold	900	–	–	0.01%	498
2024 Q1	$28.3K	Sell	900 -200	-18%	-$6.29K	0.01%	467
2023 Q4	$39.3K	Hold	1,100	–	–	0.01%	390
2023 Q3	$40.9K	Hold	1,100	–	–	0.01%	375
2023 Q2	$45K	Hold	1,100	–	–	0.01%	367
2023 Q1	$42.2K	Hold	1,100	–	–	0.01%	378
2022 Q4	$37	Hold	1,100	–	–	﹤0.01%	444
2022 Q3	$36	Buy	1,100 +50	+5%	+$1.94K	﹤0.01%	441
2022 Q2	$38	Hold	1,050	–	–	﹤0.01%	434
2022 Q1	$48	Hold	1,050	–	–	﹤0.01%	419
2021 Q4	$56	Hold	1,050	–	–	﹤0.01%	391
2021 Q3	$50	Buy	+1,050	New	+$51.9K	﹤0.01%	392

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KAS

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

Westside Investment Management's IDRV Position: Q3 2024 in Review

Westside Investment Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2024, closing a stake of 900 shares — an estimated $25.7K sold.

Westside Investment Management first reported a position in IDRV in Q3 2021 and held it in 12 quarters. The position peaked at $45K in Q2 2023. 84 funds tracked by Wall St. Rank hold IDRV as of Q3 2024.

Westside Investment Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2024 after selling out during the quarter.
Westside Investment Management sold 900 iShares Self-Driving EV and Tech ETF shares in Q3 2024, an estimated $25.7K.
Westside Investment Management first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2021 and held it in 12 quarters.
Westside Investment Management's iShares Self-Driving EV and Tech ETF position peaked at $45K in Q2 2023.
84 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.