CI
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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

CX Institutional's IDRV Position: Q2 2026 in Review

CX Institutional reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 2.8% in Q2 2026, selling an estimated $31.4K and leaving 25,967 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #336.

CX Institutional first reported a position in IDRV in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.95M in Q4 2024. 14 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

  • CX Institutional held 25,967 shares of iShares Self-Driving EV and Tech ETF worth $989K as of Q2 2026.
  • CX Institutional sold 748 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $31.4K.
  • iShares Self-Driving EV and Tech ETF made up 0.03% of CX Institutional's portfolio in Q2 2026, its #336 holding.
  • CX Institutional first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2022 and has held it in 13 quarters since.
  • CX Institutional's iShares Self-Driving EV and Tech ETF position peaked at $4.95M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.