Accordant Advisory Group’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Accordant Advisory Group’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
2026 Q2	$5.03K	Sell	132 -113,543	-100%	-$4.76M	﹤0.01%	189
2026 Q1	$4.38M	Buy	113,675 +28,512	+33%	+$1.11M	2.71%	13
2025 Q4	$3.23M	Sell	85,163 -191	-0.2%	-$7.23K	2.23%	14
2025 Q3	$3.13M	Buy	85,354 +339	+0.4%	+$11.7K	2.13%	14
2025 Q2	$2.6M	Buy	+85,015	New	+$2.52M	1.94%	19

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accordant Advisory Group's IDRV Position: Q2 2026 in Review

Accordant Advisory Group reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 100% in Q2 2026, selling an estimated $4.76M and leaving 132 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Accordant Advisory Group first reported a position in IDRV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.38M in Q1 2026. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Accordant Advisory Group held 132 shares of iShares Self-Driving EV and Tech ETF worth $5.03K as of Q2 2026.
Accordant Advisory Group sold 113,543 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $4.76M.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #189 holding.
Accordant Advisory Group first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2025 and has held it in 5 quarters since.
Accordant Advisory Group's iShares Self-Driving EV and Tech ETF position peaked at $4.38M in Q1 2026.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.