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
2026 Q2	$8.13K	Buy	+213	New	+$8.93K	﹤0.01%	3493
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 $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

Global Retirement Partners's IDRV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2026: 213 shares worth $8.13K. The stake represents ﹤0.01% of the portfolio and ranks #3493 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IDRV as recently as Q4 2025.

Global Retirement Partners first reported a position in IDRV in Q1 2022 and has held it in 16 quarters since. The position peaked at $13.2K in Q2 2023. 71 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Global Retirement Partners held 213 shares of iShares Self-Driving EV and Tech ETF worth $8.13K as of Q2 2026.
iShares Self-Driving EV and Tech ETF was a new Global Retirement Partners position in Q2 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3493 holding.
Global Retirement Partners first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's iShares Self-Driving EV and Tech ETF position peaked at $13.2K in Q2 2023.
71 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.