Kestra Advisory Services’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Kestra Advisory Services’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	$604K	Sell	15,678 -289	-2%	-$11.2K	﹤0.01%	2079
2025 Q4	$606K	Sell	15,967 -4,471	-22%	-$169K	﹤0.01%	2008
2025 Q3	$749K	Sell	20,438 -1,069	-5%	-$36.8K	﹤0.01%	1787
2025 Q2	$658K	Sell	21,507 -3,800	-15%	-$112K	﹤0.01%	1783
2025 Q1	$740K	Sell	25,307 -2,311	-8%	-$70.1K	﹤0.01%	1574
2024 Q4	$807K	Sell	27,618 -1,462	-5%	-$44.2K	﹤0.01%	1536
2024 Q3	$924K	Sell	29,080 -4,597	-14%	-$134K	0.01%	1375
2024 Q2	$960K	Sell	33,677 -9,942	-23%	-$301K	0.01%	1347
2024 Q1	$1.37M	Sell	43,619 -4,935	-10%	-$155K	0.01%	1050
2023 Q4	$1.73M	Buy	48,554 +12,498	+35%	+$426K	0.01%	859
2023 Q3	$1.34M	Buy	36,056 +1,269	+4%	+$51.6K	0.01%	860
2023 Q2	$1.42M	Sell	34,787 -12,210	-26%	-$460K	0.01%	826
2023 Q1	$1.8M	Sell	46,997 -29,756	-39%	-$1.14M	0.02%	691
2022 Q4	$2.6M	Sell	76,753 -15,210	-17%	-$548K	0.02%	640
2022 Q3	$3.08M	Sell	91,963 -1,290	-1%	-$50K	0.03%	512
2022 Q2	$3.43M	Sell	93,253 -9,480	-9%	-$388K	0.04%	475
2022 Q1	$4.77M	Buy	102,733 +5,185	+5%	+$252K	0.05%	383
2021 Q4	$5.29M	Buy	97,548 +20,544	+27%	+$1.09M	0.05%	360
2021 Q3	$3.71M	Buy	77,004 +5,287	+7%	+$261K	0.04%	490
2021 Q2	$3.56M	Buy	71,717 +8,311	+13%	+$396K	0.04%	457
2021 Q1	$2.92M	Buy	63,406 +18,887	+42%	+$868K	0.04%	484
2020 Q4	$1.92M	Buy	+44,519	New	+$1.7M	0.02%	608

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B 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 $213M AUM 12.31% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Kestra Advisory Services's IDRV Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 1.8% in Q1 2026, selling an estimated $11.2K and leaving 15,678 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Kestra Advisory Services first reported a position in IDRV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.29M in Q4 2021. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

Kestra Advisory Services held 15,678 shares of iShares Self-Driving EV and Tech ETF worth $604K as of Q1 2026.
Kestra Advisory Services sold 289 iShares Self-Driving EV and Tech ETF shares in Q1 2026, an estimated $11.2K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2079 holding.
Kestra Advisory Services first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and has held it in 22 quarters since.
Kestra Advisory Services's iShares Self-Driving EV and Tech ETF position peaked at $5.29M in Q4 2021.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.