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GWS
Glassman Wealth Services’s
iShares Self-Driving EV and Tech ETF
IDRV
Stock Holding History
Glassman Wealth Services’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
Q1
$757
Hold
20
–
–
﹤0.01%
178
2025
Q4
$745
Buy
20
+1
+5%
+$38
﹤0.01%
186
2025
Q3
$714
Hold
19
–
–
﹤0.01%
175
2025
Q2
$595
Hold
19
–
–
﹤0.01%
171
2025
Q1
$563
Hold
19
–
–
﹤0.01%
197
2024
Q4
$563
Hold
19
–
–
﹤0.01%
164
2024
Q3
$604
Hold
19
–
–
﹤0.01%
170
2024
Q2
$543
Hold
19
–
–
﹤0.01%
183
2024
Q1
$590
Hold
19
–
–
﹤0.01%
193
2023
Q4
$670
Hold
19
–
–
﹤0.01%
1647
2023
Q3
$691
Hold
19
–
–
﹤0.01%
1663
2023
Q2
$760
Buy
19
+1
+6%
+$38
﹤0.01%
1526
2023
Q1
$705
Hold
18
–
–
﹤0.01%
1545
2022
Q4
$620
Hold
18
–
–
﹤0.01%
1578
2022
Q3
$1K
Hold
18
–
–
﹤0.01%
1427
2022
Q2
$1K
Hold
18
–
–
﹤0.01%
1436
2022
Q1
$1K
Buy
+18
New
+$875
﹤0.01%
1417
2020
Q4
–
Sell
-440
Closed
-$15K
–
1435
2020
Q3
$15K
Buy
+440
New
+$14K
﹤0.01%
509
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20.72%
1-Year Est. Return
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1-Year Est. Return
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51.06%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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$77.3B AUM
36.07%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
BFO
Biltmore Family Office
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$716M AUM
21.09%
1-Year Est. Return
HHRDM
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$205M AUM
12.31%
1-Year Est. Return
GS
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$2.83B AUM
21.76%
1-Year Est. Return
CI
CX Institutional
Auburn, Indiana
$3.46B AUM
21.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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