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 Q2	$754	Hold	20	–	–	﹤0.01%	228
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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glassman Wealth Services's IDRV Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q2 2026 at 20 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Glassman Wealth Services first reported a position in IDRV in Q3 2020 and has held it in 19 quarters since. The position peaked at $15K in Q3 2020. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Glassman Wealth Services held 20 shares of iShares Self-Driving EV and Tech ETF worth $754 as of Q2 2026.
Glassman Wealth Services left its iShares Self-Driving EV and Tech ETF share count unchanged in Q2 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #228 holding.
Glassman Wealth Services first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2020 and has held it in 19 quarters since.
Glassman Wealth Services's iShares Self-Driving EV and Tech ETF position peaked at $15K in Q3 2020.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.