Aptus Capital Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Aptus Capital Advisors’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
2025 Q4	–	Sell	-50	Closed	-$1.83K	–	1704
2025 Q3	$1.83K	Hold	50	–	–	﹤0.01%	1546
2025 Q2	$1.53K	Hold	50	–	–	﹤0.01%	1488
2025 Q1	$1.46K	Hold	50	–	–	﹤0.01%	1399
2024 Q4	$1.46K	Hold	50	–	–	﹤0.01%	1385
2024 Q3	$1.59K	Hold	50	–	–	﹤0.01%	1201
2024 Q2	$1.43K	Hold	50	–	–	﹤0.01%	1125
2024 Q1	$1.57K	Hold	50	–	–	﹤0.01%	1143
2023 Q4	$1.79K	Buy	+50	New	+$1.7K	﹤0.01%	866

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 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

Aptus Capital Advisors's IDRV Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2025, closing a stake of 50 shares — an estimated $1.83K sold.

Aptus Capital Advisors first reported a position in IDRV in Q4 2023 and held it in 8 quarters. The position peaked at $1.83K in Q3 2025. 69 funds tracked by Wall St. Rank hold IDRV as of Q4 2025.

Aptus Capital Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 50 iShares Self-Driving EV and Tech ETF shares in Q4 2025, an estimated $1.83K.
Aptus Capital Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2023 and held it in 8 quarters.
Aptus Capital Advisors's iShares Self-Driving EV and Tech ETF position peaked at $1.83K in Q3 2025.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.