Capital Investment Advisory Services’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Capital Investment Advisory Services’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	-12	Closed	-$351	–	1015
2024 Q4	$351	Hold	12	–	–	﹤0.01%	926
2024 Q3	$381	Hold	12	–	–	﹤0.01%	972
2024 Q2	$342	Hold	12	–	–	﹤0.01%	954
2024 Q1	$377	Hold	12	–	–	﹤0.01%	942
2023 Q4	$429	Hold	12	–	–	﹤0.01%	970
2023 Q3	$446	Buy	+12	New	+$488	﹤0.01%	935

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

Capital Investment Advisory Services's IDRV Position: Q1 2025 in Review

Capital Investment Advisory Services sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2025, closing a stake of 12 shares — an estimated $351 sold.

Capital Investment Advisory Services first reported a position in IDRV in Q3 2023 and held it in 6 quarters. The position peaked at $446 in Q3 2023. 76 funds tracked by Wall St. Rank hold IDRV as of Q1 2025.

Capital Investment Advisory Services reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 12 iShares Self-Driving EV and Tech ETF shares in Q1 2025, an estimated $351.
Capital Investment Advisory Services first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2023 and held it in 6 quarters.
Capital Investment Advisory Services's iShares Self-Driving EV and Tech ETF position peaked at $446 in Q3 2023.
76 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2025.

Based on Capital Investment Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.