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

H&H Retirement Design & Management’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	$1.16M	Buy	32,939 +992	+3%	+$41.6K	0.53%	39
2026 Q1	$1.39M	Sell	31,947 -597	-2%	-$23.2K	0.65%	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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

H&H Retirement Design & Management's IDRV Position: Q2 2026 in Review

H&H Retirement Design & Management increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 3.1% in Q2 2026, buying an estimated $41.6K and bringing the position to 32,939 shares worth $1.16M. The position accounts for 0.53% of the portfolio, ranked #39.

H&H Retirement Design & Management first reported a position in IDRV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.39M in Q1 2026. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

H&H Retirement Design & Management held 32,939 shares of iShares Self-Driving EV and Tech ETF worth $1.16M as of Q2 2026.
H&H Retirement Design & Management bought 992 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $41.6K.
iShares Self-Driving EV and Tech ETF made up 0.53% of H&H Retirement Design & Management's portfolio in Q2 2026, its #39 holding.
H&H Retirement Design & Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2023 and has held it in 14 quarters since.
H&H Retirement Design & Management's iShares Self-Driving EV and Tech ETF position peaked at $1.39M in Q1 2026.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.