EverSource Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

EverSource Wealth Advisors’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
2025 Q2	–	Sell	-283	Closed	-$8.27K	–	4302
2025 Q1	$8.27K	Hold	283	–	–	﹤0.01%	2217
2024 Q4	$8.27K	Hold	283	–	–	﹤0.01%	2099
2024 Q3	$8.99K	Hold	283	–	–	﹤0.01%	1929
2024 Q2	$8.3K	Hold	283	–	–	﹤0.01%	1956
2024 Q1	$8.38K	Buy	+283	New	+$8.91K	﹤0.01%	1786

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's IDRV Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2025, closing a stake of 283 shares — an estimated $8.27K sold.

EverSource Wealth Advisors first reported a position in IDRV in Q1 2024 and held it in 5 quarters. The position peaked at $8.99K in Q3 2024. 77 funds tracked by Wall St. Rank hold IDRV as of Q2 2025.

EverSource Wealth Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 283 iShares Self-Driving EV and Tech ETF shares in Q2 2025, an estimated $8.27K.
EverSource Wealth Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2024 and held it in 5 quarters.
EverSource Wealth Advisors's iShares Self-Driving EV and Tech ETF position peaked at $8.99K in Q3 2024.
77 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.