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Florin Court Capital’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Florin Court Capital’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
Q4 		– Sell
-36,821
Closed -$1.35M – 33
2025
Q3 		$1.35M Buy
+36,821
New +$1.27M 1.06% 26
2025
Q2 		– Sell
-13,385
Closed -$391K – 34
2025
Q1 		$391K Buy
+13,385
New +$406K 0.41% 31
2022
Q2 		– Sell
-5,709
Closed -$265K – 15
2022
Q1 		$265K Sell
5,709
-7,300
-56% -$355K 0.26% 23
2021
Q4 		$705K Buy
13,009
+600
+5% +$31.9K 0.44% 25
2021
Q3 		$597K Sell
12,409
-31,858
-72% -$1.57M 0.57% 25
2021
Q2 		$2.2M Buy
44,267
+20,400
+85% +$972K 1.25% 16
2021
Q1 		$1.1M Buy
23,867
+4,970
+26% +$229K 1.16% 15
2020
Q4 		$816K Buy
+18,897
New +$723K 0.41% 31

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $205M AUM 12.31% 1-Year Est. Return