AE Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

AE Wealth 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
2026 Q2	$838	Hold	22	–	–	﹤0.01%	2595
2026 Q1	$848	Hold	22	–	–	﹤0.01%	2523
2025 Q4	$834	Sell	22 -258	-92%	-$9.77K	﹤0.01%	2393
2025 Q3	$10.3K	Sell	280 -75	-21%	-$2.58K	﹤0.01%	1996
2025 Q2	$10.9K	Sell	355 -190	-35%	-$5.62K	﹤0.01%	1859
2025 Q1	$15.9K	Sell	545 -69	-11%	-$2.09K	﹤0.01%	1787
2024 Q4	$17.9K	Buy	+614	New	+$18.5K	﹤0.01%	1756
2022 Q1	–	Sell	-24,988	Closed	-$1.35M	–	1737
2021 Q4	$1.35M	Sell	24,988 -252	-1%	-$13.4K	0.01%	824
2021 Q3	$1.22M	Sell	25,240 -1,503	-6%	-$74.3K	0.01%	811
2021 Q2	$1.33M	Buy	26,743 +720	+3%	+$34.3K	0.01%	747
2021 Q1	$1.2M	Buy	+26,023	New	+$1.2M	0.01%	716

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

AE Wealth Management's IDRV Position: Q2 2026 in Review

AE Wealth Management held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q2 2026 at 22 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

AE Wealth Management first reported a position in IDRV in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2021. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

AE Wealth Management held 22 shares of iShares Self-Driving EV and Tech ETF worth $838 as of Q2 2026.
AE Wealth Management left its iShares Self-Driving EV and Tech ETF share count unchanged in Q2 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2595 holding.
AE Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and has held it in 11 quarters since.
AE Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $1.35M in Q4 2021.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.