Carson Wealth (CWM LLC)
IDRV icon

Carson Wealth (CWM LLC)’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.7K Buy
486
+288
+145% +$11.2K ﹤0.01% 4452
2025
Q4 		$8K Hold
198
– – ﹤0.01% 4641
2025
Q3 		$7K Hold
198
– – ﹤0.01% 4622
2025
Q2 		$6K Buy
198
+9
+5% +$266 ﹤0.01% 4539
2025
Q1 		$6K Sell
189
-10
-5% -$303 ﹤0.01% 4368
2024
Q4 		$6K Sell
199
-15
-7% -$453 ﹤0.01% 4117
2024
Q3 		$7K Hold
214
– – ﹤0.01% 3944
2024
Q2 		$6K Hold
214
– – ﹤0.01% 3778
2024
Q1 		$7K Sell
214
-2,076
-91% -$65.3K ﹤0.01% 3509
2023
Q4 		$82K Buy
2,290
+2,074
+960% +$70.6K ﹤0.01% 1873
2023
Q3 		$8K Sell
216
-100
-32% -$4.07K ﹤0.01% 3248
2023
Q2 		$13K Buy
316
+127
+67% +$4.78K ﹤0.01% 2921
2023
Q1 		$7K Hold
189
– – ﹤0.01% 3143
2022
Q4 		$6K Sell
189
-629
-77% -$22.6K ﹤0.01% 3080
2022
Q3 		$27K Hold
818
– – ﹤0.01% 2026
2022
Q2 		$30K Hold
818
– – ﹤0.01% 1886
2022
Q1 		$38K Hold
818
– – ﹤0.01% 1729
2021
Q4 		$44K Buy
+818
New +$43.5K ﹤0.01% 1624
2021
Q2 		$31K Hold
629
– – ﹤0.01% 1601
2021
Q1 		$31K Hold
629
– – ﹤0.01% 1601
2020
Q4 		$31K Hold
629
– – ﹤0.01% 1601
2020
Q3 		$31K Hold
629
– – ﹤0.01% 1601
2020
Q2 		$31K Hold
629
– – ﹤0.01% 1601
2020
Q1 		$31K Hold
629
– – ﹤0.01% 1601
2019
Q4 		$31K Hold
629
– – ﹤0.01% 1601
2019
Q3 		$31K Hold
629
– – ﹤0.01% 1601
2019
Q2 		$31K Buy
+629
New +$15K ﹤0.01% 1601

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

Carson Wealth (CWM LLC)'s IDRV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 145% in Q1 2026, buying an estimated $11.2K and bringing the position to 486 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4452.

Carson Wealth (CWM LLC) first reported a position in IDRV in Q2 2019 and has held it in 27 quarters since. The position peaked at $82K in Q4 2023. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 486 shares of iShares Self-Driving EV and Tech ETF worth $18.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 288 iShares Self-Driving EV and Tech ETF shares in Q1 2026, an estimated $11.2K.
  • iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4452 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Self-Driving EV and Tech ETF position peaked at $82K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.