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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mascoma Wealth Management's IDRV Position: Q2 2025 in Review

Mascoma Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2025, closing a stake of 165 shares — an estimated $4.82K sold.

Mascoma Wealth Management first reported a position in IDRV in Q4 2022 and held it in 10 quarters. The position peaked at $36.1K in Q2 2023. 77 funds tracked by Wall St. Rank hold IDRV as of Q2 2025.

Mascoma Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 165 iShares Self-Driving EV and Tech ETF shares in Q2 2025, an estimated $4.82K.
Mascoma Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 10 quarters.
Mascoma Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $36.1K in Q2 2023.
77 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.