WR Wealth Planners’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

WR Wealth Planners’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 Q4	$16.2K	Sell	555 -587	-51%	-$17.7K	0.01%	518
2024 Q3	$36.3K	Sell	1,142 -746	-40%	-$21.7K	0.01%	383
2024 Q2	$53.8K	Sell	1,888 -653	-26%	-$19.8K	0.02%	322
2024 Q1	$79.9K	Sell	2,541 -14,550	-85%	-$458K	0.02%	278
2023 Q4	$611K	Sell	17,091 -2,739	-14%	-$93.3K	0.23%	79
2023 Q3	$737K	Sell	19,830 -1,030	-5%	-$41.9K	0.28%	62
2023 Q2	$853K	Buy	20,860 +86	+0.4%	+$3.24K	0.33%	52
2023 Q1	$797K	Sell	20,774 -1,755	-8%	-$67.5K	0.34%	49
2022 Q4	$762K	Buy	22,529 +902	+4%	+$32.5K	0.47%	40
2022 Q3	$723K	Buy	21,627 +794	+4%	+$30.8K	0.51%	35
2022 Q2	$767K	Buy	20,833 +850	+4%	+$34.8K	0.51%	36
2022 Q1	$928K	Buy	+19,983	New	+$971K	0.55%	35

Other funds holding IDRV

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

WR Wealth Planners's IDRV Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 51% in Q4 2024, selling an estimated $17.7K and leaving 555 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #518.

WR Wealth Planners first reported a position in IDRV in Q1 2022 and has held it in 12 quarters since. The position peaked at $928K in Q1 2022. 84 funds tracked by Wall St. Rank hold IDRV as of Q4 2024.

WR Wealth Planners held 555 shares of iShares Self-Driving EV and Tech ETF worth $16.2K as of Q4 2024.
WR Wealth Planners sold 587 iShares Self-Driving EV and Tech ETF shares in Q4 2024, an estimated $17.7K.
iShares Self-Driving EV and Tech ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #518 holding.
WR Wealth Planners first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares Self-Driving EV and Tech ETF position peaked at $928K in Q1 2022.
84 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.