Global Retirement Partners’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Global Retirement Partners’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	$8.04K	Buy	212 +121	+133%	+$4.58K	﹤0.01%	3245
2025 Q3	$3.34K	Hold	91	–	–	﹤0.01%	3132
2025 Q2	$2.78K	Buy	+91	New	+$2.69K	﹤0.01%	3116
2024 Q4	$2.66K	Hold	91	–	–	﹤0.01%	2971
2024 Q3	$2.89K	Hold	91	–	–	﹤0.01%	2802
2024 Q2	$2.6K	Sell	91 -150	-62%	-$4.54K	﹤0.01%	2875
2024 Q1	$7.58K	Sell	241 -50	-17%	-$1.57K	﹤0.01%	2234
2023 Q4	$9.04K	Sell	291 -33	-10%	-$1.12K	﹤0.01%	2104
2023 Q3	$11.7K	Buy	324 +2	+0.6%	+$81	﹤0.01%	1888
2023 Q2	$13.2K	Buy	322 +10	+3%	+$376	﹤0.01%	1862
2023 Q1	$11.2K	Buy	312 +56	+22%	+$2.15K	﹤0.01%	1881
2022 Q4	$8.66K	Buy	256 +127	+98%	+$4.57K	﹤0.01%	1835
2022 Q3	$5K	Hold	129	–	–	﹤0.01%	1932
2022 Q2	$5K	Hold	129	–	–	﹤0.01%	1888
2022 Q1	$5K	Buy	+129	New	+$6.27K	﹤0.01%	1886

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $213M AUM 12.31% 1-Year Est. Return

Global Retirement Partners's IDRV Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 133% in Q4 2025, buying an estimated $4.58K and bringing the position to 212 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

Global Retirement Partners first reported a position in IDRV in Q1 2022 and has held it in 15 quarters since. The position peaked at $13.2K in Q2 2023. 69 funds tracked by Wall St. Rank hold IDRV as of Q4 2025.

Global Retirement Partners held 212 shares of iShares Self-Driving EV and Tech ETF worth $8.04K as of Q4 2025.
Global Retirement Partners bought 121 iShares Self-Driving EV and Tech ETF shares in Q4 2025, an estimated $4.58K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3245 holding.
Global Retirement Partners first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's iShares Self-Driving EV and Tech ETF position peaked at $13.2K in Q2 2023.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.