Creative Financial Designs’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Creative Financial Designs’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	$4.72K	Buy	+124	New	+$5.2K	﹤0.01%	1720
2025 Q3	–	Sell	-107	Closed	-$3.27K	–	2090
2025 Q2	$3.27K	Buy	107 +1	+0.9%	+$30	﹤0.01%	1601
2025 Q1	$3.09K	Hold	106	–	–	﹤0.01%	1588
2024 Q4	$3.09K	Buy	106 +1	+1%	+$30	﹤0.01%	1515
2024 Q3	$3.32K	Sell	105 -307	-75%	-$8.93K	﹤0.01%	1460
2024 Q2	$11.7K	Sell	412 -244	-37%	-$7.38K	﹤0.01%	1111
2024 Q1	$20.6K	Sell	656 -169	-20%	-$5.32K	﹤0.01%	958
2023 Q4	$29.5K	Sell	825 -360	-30%	-$12.3K	﹤0.01%	818
2023 Q3	$44.1K	Buy	1,185 +115	+11%	+$4.68K	0.01%	658
2023 Q2	$43.8K	Sell	1,070 -110	-9%	-$4.14K	0.01%	663
2023 Q1	$45.3K	Sell	1,180 -355	-23%	-$13.7K	0.01%	621
2022 Q4	$51.9K	Buy	1,535 +8	+0.5%	+$288	0.01%	561
2022 Q3	$51K	Buy	1,527 +161	+12%	+$6.24K	0.01%	548
2022 Q2	$50K	Buy	1,366 +466	+52%	+$19.1K	0.01%	548
2022 Q1	$42K	Buy	900 +3	+0.3%	+$146	0.01%	592
2021 Q4	$49K	Buy	897 +691	+335%	+$36.7K	0.01%	574
2021 Q3	$10K	Buy	+206	New	+$10.2K	﹤0.01%	1015

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 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

Creative Financial Designs's IDRV Position: Q2 2026 in Review

Creative Financial Designs opened a new position in iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2026: 124 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in IDRV as recently as Q2 2025.

Creative Financial Designs first reported a position in IDRV in Q3 2021 and has held it in 17 quarters since. The position peaked at $51.9K in Q4 2022. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Creative Financial Designs held 124 shares of iShares Self-Driving EV and Tech ETF worth $4.72K as of Q2 2026.
iShares Self-Driving EV and Tech ETF was a new Creative Financial Designs position in Q2 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1720 holding.
Creative Financial Designs first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2021 and has held it in 17 quarters since.
Creative Financial Designs's iShares Self-Driving EV and Tech ETF position peaked at $51.9K in Q4 2022.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.