Jones Financial Companies
IDRV icon

Jones Financial Companies’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Jones Financial Companies’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
Q1 		$449K Buy
12,085
+1,393
+13% +$54.1K ﹤0.01% 2101
2025
Q4 		$406K Sell
10,692
-156
-1% -$5.91K ﹤0.01% 1610
2025
Q3 		$397K Buy
10,848
+2,710
+33% +$93.3K ﹤0.01% 1490
2025
Q2 		$250K Buy
8,138
+1,617
+25% +$47.8K ﹤0.01% 1563
2025
Q1 		$193K Sell
6,521
-1,275
-16% -$38.7K ﹤0.01% 1505
2024
Q4 		$228K Buy
7,796
+7,069
+972% +$213K ﹤0.01% 1296
2024
Q3 		$23.3K Buy
727
+686
+1,673% +$20K ﹤0.01% 1905
2024
Q2 		$1.18K Buy
+41
New +$1.24K ﹤0.01% 2261

Other funds holding IDRV

PNC Financial Services Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $205M AUM 12.31% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return