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Laidlaw Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Laidlaw Wealth Management’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
2025
Q1 		– Sell
-16,429
Closed -$480K – 99
2024
Q4 		$480K Sell
16,429
-563
-3% -$17K 0.21% 110
2024
Q3 		$540K Buy
16,992
+1,326
+8% +$38.6K 0.27% 108
2024
Q2 		$447K Buy
15,666
+52
+0.3% +$1.57K 0.25% 115
2024
Q1 		$491K Buy
15,614
+6,644
+74% +$209K 0.27% 108
2023
Q4 		$320K Sell
8,970
-10,217
-53% -$348K 0.12% 176
2023
Q3 		$714K Sell
19,187
-2,621
-12% -$107K 0.24% 104
2023
Q2 		$892K Sell
21,808
-188
-0.9% -$7.08K 0.17% 131
2023
Q1 		$844K Buy
21,996
+1,647
+8% +$63.3K 0.17% 141
2022
Q4 		$688K Buy
+20,349
New +$733K 0.15% 157
2022
Q3 		– Sell
-5,564
Closed -$205K – 342
2022
Q2 		$205K Hold
5,564
– – 0.04% 343
2022
Q1 		$258K Hold
5,564
– – 0.04% 325
2021
Q4 		$302K Buy
5,564
+817
+17% +$43.4K 0.05% 307
2021
Q3 		$229K Sell
4,747
-322
-6% -$15.9K 0.06% 219
2021
Q2 		$252K Sell
5,069
-853
-14% -$40.6K 0.07% 211
2021
Q1 		$273K Buy
+5,922
New +$272K 0.09% 172

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Laidlaw Wealth Management's IDRV Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2025, closing a stake of 16,429 shares — an estimated $480K sold.

Laidlaw Wealth Management first reported a position in IDRV in Q1 2021 and held it in 15 quarters. The position peaked at $892K in Q2 2023. 76 funds tracked by Wall St. Rank hold IDRV as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 16,429 iShares Self-Driving EV and Tech ETF shares in Q1 2025, an estimated $480K.
  • Laidlaw Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 15 quarters.
  • Laidlaw Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $892K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.