AWM
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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
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AE Wealth Management's IDRV Position: Q1 2026 in Review

AE Wealth Management held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q1 2026 at 22 shares worth $848. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

AE Wealth Management first reported a position in IDRV in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2021. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

  • AE Wealth Management held 22 shares of iShares Self-Driving EV and Tech ETF worth $848 as of Q1 2026.
  • AE Wealth Management left its iShares Self-Driving EV and Tech ETF share count unchanged in Q1 2026.
  • iShares Self-Driving EV and Tech ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2523 holding.
  • AE Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and has held it in 10 quarters since.
  • AE Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $1.35M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.