Independent Financial Group’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Independent Financial Group’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
2022 Q4	–	Sell	-21,334	Closed	-$713K	–	795
2022 Q3	$713K	Sell	21,334 -1,847	-8%	-$71.6K	0.06%	307
2022 Q2	$853K	Sell	23,181 -78	-0.3%	-$3.19K	0.09%	257
2022 Q1	$1.08M	Buy	23,259 +1,595	+7%	+$77.5K	0.09%	232
2021 Q4	$1.17M	Buy	21,664 +4,109	+23%	+$218K	0.1%	216
2021 Q3	$845K	Buy	17,555 +5,712	+48%	+$282K	0.09%	253
2021 Q2	$588K	Buy	+11,843	New	+$564K	0.06%	325

Other funds holding IDRV

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Independent Financial Group's IDRV Position: Q4 2022 in Review

Independent Financial Group sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2022, closing a stake of 21,334 shares — an estimated $713K sold.

Independent Financial Group first reported a position in IDRV in Q2 2021 and held it in 6 quarters. The position peaked at $1.17M in Q4 2021. 116 funds tracked by Wall St. Rank hold IDRV as of Q4 2022.

Independent Financial Group reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2022 after selling out during the quarter.
Independent Financial Group sold 21,334 iShares Self-Driving EV and Tech ETF shares in Q4 2022, an estimated $713K.
Independent Financial Group first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2021 and held it in 6 quarters.
Independent Financial Group's iShares Self-Driving EV and Tech ETF position peaked at $1.17M in Q4 2021.
116 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.