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 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 $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

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

Accordant Advisory Group's IDRV Position: Q1 2026 in Review

Accordant Advisory Group increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 33% in Q1 2026, buying an estimated $1.11M and bringing the position to 113,675 shares worth $4.38M. The position accounts for 2.71% of the portfolio, ranked #13.

Accordant Advisory Group first reported a position in IDRV in Q2 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

Accordant Advisory Group held 113,675 shares of iShares Self-Driving EV and Tech ETF worth $4.38M as of Q1 2026.
Accordant Advisory Group bought 28,512 iShares Self-Driving EV and Tech ETF shares in Q1 2026, an estimated $1.11M.
iShares Self-Driving EV and Tech ETF made up 2.71% of Accordant Advisory Group's portfolio in Q1 2026, its #13 holding.
Accordant Advisory Group first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2025 and has held it in 4 quarters since.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.