MWM
IDRV icon

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

Mascoma 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
Q2 		– Sell
-165
Closed -$4.82K – 480
2025
Q1 		$4.82K Sell
165
-692
-81% -$21K ﹤0.01% 402
2024
Q4 		$25.1K Hold
857
– – 0.01% 259
2024
Q3 		$27.2K Hold
857
– – 0.01% 241
2024
Q2 		$24.4K Hold
857
– – 0.01% 253
2024
Q1 		$26.9K Hold
857
– – 0.01% 234
2023
Q4 		$30.6K Hold
857
– – 0.01% 231
2023
Q3 		$31.9K Hold
857
– – 0.01% 225
2023
Q2 		$36.1K Hold
857
– – 0.01% 215
2023
Q1 		$31.2K Buy
857
+95
+12% +$3.65K 0.01% 286
2022
Q4 		$25.8K Buy
+762
New +$27.4K 0.01% 303

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return