CX Institutional’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

CX Institutional’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 Q3	$861K	Buy	26,197 +230	+0.9%	+$8.31K	0.02%	361
2026 Q2	$989K	Sell	25,967 -748	-3%	-$31.4K	0.03%	336
2026 Q1	$1.03M	Sell	26,715 -918	-3%	-$35.7K	0.03%	335
2025 Q4	$1.05M	Buy	27,633 +608	+2%	+$23K	0.03%	280
2025 Q3	$991K	Sell	27,025 -3,053	-10%	-$105K	0.03%	303
2025 Q2	$920K	Sell	30,078 -25,269	-46%	-$748K	0.03%	276
2025 Q1	$1.62M	Sell	55,347 -114,129	-67%	-$3.46M	0.06%	211
2024 Q4	$4.95M	Buy	169,476 +30,738	+22%	+$928K	0.2%	128
2024 Q3	$4.41M	Buy	138,738 +127,300	+1,113%	+$3.7M	0.2%	141
2024 Q2	$326K	Buy	11,438 +2,062	+22%	+$62.4K	0.02%	441
2024 Q1	$295K	Buy	+9,376	New	+$295K	0.01%	458
2023 Q4	–	Sell	-7,060	Closed	-$263K	–	549
2023 Q3	$263K	Buy	7,060 +414	+6%	+$16.8K	0.01%	425
2023 Q2	$272K	Buy	+6,646	New	+$250K	0.01%	449
2022 Q3	–	Sell	-664	Closed	-$24K	–	778
2022 Q2	$24K	Buy	+664	New	+$27.2K	﹤0.01%	806

Other funds holding IDRV

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CX Institutional's IDRV Position: Q3 2026 in Review

CX Institutional increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 0.89% in Q3 2026, buying an estimated $8.31K and bringing the position to 26,197 shares worth $861K. The position accounts for 0.02% of the portfolio, ranked #361.

CX Institutional first reported a position in IDRV in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.95M in Q4 2024. 10 funds tracked by Wall St. Rank hold IDRV as of Q3 2026.

CX Institutional held 26,197 shares of iShares Self-Driving EV and Tech ETF worth $861K as of Q3 2026.
CX Institutional bought 230 iShares Self-Driving EV and Tech ETF shares in Q3 2026, an estimated $8.31K.
iShares Self-Driving EV and Tech ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #361 holding.
CX Institutional first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2022 and has held it in 14 quarters since.
CX Institutional's iShares Self-Driving EV and Tech ETF position peaked at $4.95M in Q4 2024.
10 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.