Integrated Wealth Concepts’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Integrated Wealth Concepts’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	$104K	Buy	+2,717	New	+$114K	﹤0.01%	2789

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

Integrated Wealth Concepts's IDRV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2026: 2,717 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #2789 among its holdings.

72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Integrated Wealth Concepts held 2,717 shares of iShares Self-Driving EV and Tech ETF worth $104K as of Q2 2026.
iShares Self-Driving EV and Tech ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2789 holding.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.