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 Q2	$520K	Sell	13,647 -2,031	-13%	-$85.1K	﹤0.01%	2316
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 $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

Kestra Advisory Services's IDRV Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 13% in Q2 2026, selling an estimated $85.1K and leaving 13,647 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Kestra Advisory Services first reported a position in IDRV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.29M in Q4 2021. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Kestra Advisory Services held 13,647 shares of iShares Self-Driving EV and Tech ETF worth $520K as of Q2 2026.
Kestra Advisory Services sold 2,031 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $85.1K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2316 holding.
Kestra Advisory Services first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and has held it in 23 quarters since.
Kestra Advisory Services's iShares Self-Driving EV and Tech ETF position peaked at $5.29M in Q4 2021.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.