H&H Retirement Design & Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Sell	31,947 -597	-2%	-$23.2K	0.68%	34
2025 Q4	$1.23M	Buy	32,544 +2,626	+9%	+$99.5K	0.63%	36
2025 Q3	$1.16M	Sell	29,918 -2,587	-8%	-$89K	0.62%	33
2025 Q2	$1.1M	Buy	32,505 +1,994	+7%	+$59K	0.6%	40
2025 Q1	$819K	Buy	30,511 +9	+0%	+$273	0.55%	39
2024 Q4	$945K	Buy	30,502 +169	+0.6%	+$5.1K	0.57%	40
2024 Q3	$915K	Buy	30,333 +2,181	+8%	+$63.5K	0.54%	42
2024 Q2	$860K	Buy	28,152 +1,260	+5%	+$38.1K	0.53%	44
2024 Q1	$777K	Buy	26,892 +667	+3%	+$21K	0.51%	45
2023 Q4	$809K	Buy	26,225 +4,371	+20%	+$149K	0.51%	36
2023 Q3	$771K	Sell	21,854 -294	-1%	-$12K	0.53%	30
2023 Q2	$979K	Sell	22,148 -114	-0.5%	-$4.29K	0.65%	29
2023 Q1	$837K	Buy	+22,262	New	+$856K	0.53%	29