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Ishares Tr self drivng ev shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Ishares Tr self drivng ev (IDRV) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Ishares Tr self drivng ev

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr self drivng ev held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr self drivng ev by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 569 31.43
2023-12-31 $28k 769 35.73
2023-09-30 $29k 769 37.19
2023-06-30 $32k 769 40.91
2023-03-31 $50k 1.3k 38.36

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Sml Cp Etf (SCZ)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

Top funds holding Ishares Tr self drivng ev

Bank of America Corporation
Jane Street
Monumental Financial Group
Balyasny Asset Management
RWM Asset Management
Commonwealth Equity Services
UBS Group
Merit Financial Group
Bank Of Montreal
Kestra Advisory Services
Royal Bank of Canada
Citadel Advisors
HighTower Advisors
H&H Retirement Design & Management
Wells Fargo & Company

View all funds holding Ishares Tr self drivng ev