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 Q2	$483K	Buy	13,090 +1,005	+8%	+$42.1K	﹤0.01%	2230
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 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

Jones Financial Companies's IDRV Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 8.3% in Q2 2026, buying an estimated $42.1K and bringing the position to 13,090 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Jones Financial Companies first reported a position in IDRV in Q2 2024 and has held it in 9 quarters since. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Jones Financial Companies held 13,090 shares of iShares Self-Driving EV and Tech ETF worth $483K as of Q2 2026.
Jones Financial Companies bought 1,005 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $42.1K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2230 holding.
Jones Financial Companies first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2024 and has held it in 9 quarters since.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.