Biltmore Family Office’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Biltmore Family Office’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	$1.5M	Sell	39,361 -6,000	-13%	-$252K	0.2%	84
2026 Q1	$1.75M	Buy	45,361 +7,000	+18%	+$272K	0.24%	71
2025 Q4	$1.45M	Buy	38,361 +2,939	+8%	+$111K	0.2%	81
2025 Q3	$1.3M	Sell	35,422 -100	-0.3%	-$3.44K	0.18%	82
2025 Q2	$1.09M	Sell	35,522 -369	-1%	-$10.9K	0.18%	85
2025 Q1	$1.05M	Hold	35,891	–	–	0.18%	85
2024 Q4	$1.05M	Sell	35,891 -9,460	-21%	-$286K	0.18%	81
2024 Q3	$1.44M	Sell	45,351 -138	-0.3%	-$4.02K	0.25%	70
2024 Q2	$1.3M	Hold	45,489	–	–	0.24%	66
2024 Q1	$1.43M	Buy	45,489 +2,571	+6%	+$80.9K	0.28%	65
2023 Q4	$1.53M	Buy	+42,918	New	+$1.46M	0.32%	54

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

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

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

Biltmore Family Office's IDRV Position: Q2 2026 in Review

Biltmore Family Office reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 13% in Q2 2026, selling an estimated $252K and leaving 39,361 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #84.

Biltmore Family Office first reported a position in IDRV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q1 2026. 71 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Biltmore Family Office held 39,361 shares of iShares Self-Driving EV and Tech ETF worth $1.5M as of Q2 2026.
Biltmore Family Office sold 6,000 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $252K.
iShares Self-Driving EV and Tech ETF made up 0.2% of Biltmore Family Office's portfolio in Q2 2026, its #84 holding.
Biltmore Family Office first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2023 and has held it in 11 quarters since.
Biltmore Family Office's iShares Self-Driving EV and Tech ETF position peaked at $1.75M in Q1 2026.
71 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.