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

Creative Planning’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 		$241K Sell
6,312
-18
-0.3% -$755 ﹤0.01% 3749
2026
Q1 		$244K Sell
6,330
-23
-0.4% -$893 ﹤0.01% 3593
2025
Q4 		$241K Sell
6,353
-1,739
-21% -$65.9K ﹤0.01% 3406
2025
Q3 		$297K Buy
8,092
+994
+14% +$34.2K ﹤0.01% 3153
2025
Q2 		$217K Sell
7,098
-197
-3% -$5.83K ﹤0.01% 3163
2025
Q1 		$213K Hold
7,295
– – ﹤0.01% 3013
2024
Q4 		$213K Buy
+7,295
New +$220K ﹤0.01% 2930
2024
Q2 		– Sell
-8,136
Closed -$256K – 3118
2024
Q1 		$256K Buy
8,136
+477
+6% +$15K ﹤0.01% 2376
2023
Q4 		$274K Sell
7,659
-2,088
-21% -$71.1K ﹤0.01% 2153
2023
Q3 		$362K Sell
9,747
-995
-9% -$40.5K ﹤0.01% 1787
2023
Q2 		$439K Sell
10,742
-27
-0.3% -$1.02K ﹤0.01% 1645
2023
Q1 		$413K Sell
10,769
-22
-0.2% -$846 ﹤0.01% 1595
2022
Q4 		$365K Buy
10,791
+360
+3% +$13K ﹤0.01% 1594
2022
Q3 		$349K Buy
10,431
+163
+2% +$6.32K ﹤0.01% 1547
2022
Q2 		$378K Buy
10,268
+903
+10% +$37K ﹤0.01% 1465
2022
Q1 		$435K Sell
9,365
-1,024
-10% -$49.8K ﹤0.01% 1401
2021
Q4 		$563K Buy
10,389
+139
+1% +$7.39K ﹤0.01% 1241
2021
Q3 		$493K Buy
10,250
+1,146
+13% +$56.6K ﹤0.01% 1303
2021
Q2 		$452K Buy
9,104
+2,132
+31% +$102K ﹤0.01% 1340
2021
Q1 		$322K Buy
6,972
+1,280
+22% +$58.9K ﹤0.01% 1753
2020
Q4 		$246K Buy
+5,692
New +$218K ﹤0.01% 1751

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's IDRV Position: Q2 2026 in Review

Creative Planning reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 0.28% in Q2 2026, selling an estimated $755 and leaving 6,312 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

Creative Planning first reported a position in IDRV in Q4 2020 and has held it in 21 quarters since. The position peaked at $563K in Q4 2021. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

  • Creative Planning held 6,312 shares of iShares Self-Driving EV and Tech ETF worth $241K as of Q2 2026.
  • Creative Planning sold 18 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $755.
  • iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3749 holding.
  • Creative Planning first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and has held it in 21 quarters since.
  • Creative Planning's iShares Self-Driving EV and Tech ETF position peaked at $563K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.