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

Avior 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
2025 Q1	–	Sell	-998	Closed	-$29.2K	–	1485
2024 Q4	$29.2K	Buy	998 +13	+1%	+$393	﹤0.01%	1320
2024 Q3	$31.3K	Hold	985	–	–	﹤0.01%	1276
2024 Q2	$28.1K	Buy	985 +14	+1%	+$424	﹤0.01%	1271
2024 Q1	$30.5K	Sell	971 -1,528	-61%	-$48.1K	﹤0.01%	1434
2023 Q4	$89.3K	Buy	2,499 +9	+0.4%	+$306	0.01%	628
2023 Q3	$92.6K	Sell	2,490 -1,958	-44%	-$79.6K	0.01%	640
2023 Q2	$182K	Buy	4,448 +11	+0.2%	+$414	0.01%	544
2023 Q1	$170K	Buy	4,437 +3,489	+368%	+$134K	0.01%	551
2022 Q4	$32.1K	Buy	948 +6	+0.6%	+$216	﹤0.01%	691
2022 Q3	$31K	Hold	942	–	–	﹤0.01%	678
2022 Q2	$34K	Buy	+942	New	+$38.5K	﹤0.01%	626

Other funds holding IDRV

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Avior Wealth Management's IDRV Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2025, closing a stake of 998 shares — an estimated $29.2K sold.

Avior Wealth Management first reported a position in IDRV in Q2 2022 and held it in 11 quarters. The position peaked at $182K in Q2 2023. 76 funds tracked by Wall St. Rank hold IDRV as of Q1 2025.

Avior Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 998 iShares Self-Driving EV and Tech ETF shares in Q1 2025, an estimated $29.2K.
Avior Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2022 and held it in 11 quarters.
Avior Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $182K in Q2 2023.
76 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.