Merit Financial Group
IDRV icon

Merit Financial Group’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Merit Financial Group’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
Q3 		$290K Sell
8,815
-102
-1% -$3.68K ﹤0.01% 1938
2026
Q2 		$340K Sell
8,917
-463
-5% -$19.4K ﹤0.01% 1739
2026
Q1 		$361K Sell
9,380
-106
-1% -$4.12K ﹤0.01% 1557
2025
Q4 		$360K Buy
9,486
+93
+1% +$3.52K ﹤0.01% 1459
2025
Q3 		$344K Hold
9,393
– – ﹤0.01% 1360
2025
Q2 		$287K Buy
+9,393
New +$278K ﹤0.01% 1362
2024
Q4 		– Sell
-7,342
Closed -$233K – 1173
2024
Q3 		$233K Sell
7,342
-155
-2% -$4.51K 0.01% 747
2024
Q2 		$214K Sell
7,497
-94
-1% -$2.84K ﹤0.01% 849
2024
Q1 		$238K Sell
7,591
-51,223
-87% -$1.61M 0.01% 780
2023
Q4 		$2.1M Sell
58,814
-12,191
-17% -$415K 0.06% 197
2023
Q3 		$2.64M Buy
71,005
+1,649
+2% +$67.1K 0.09% 181
2023
Q2 		$2.84M Buy
69,356
+2,540
+4% +$95.6K 0.09% 172
2023
Q1 		$2.56M Buy
66,816
+449
+0.7% +$17.3K 0.09% 169
2022
Q4 		$2.25M Buy
66,367
+6,536
+11% +$235K 0.08% 179
2022
Q3 		$2M Sell
59,831
-5,719
-9% -$222K 0.09% 160
2022
Q2 		$2.41M Sell
65,550
-12,394
-16% -$507K 0.07% 166
2022
Q1 		$3.62M Buy
+77,944
New +$3.79M 0.22% 75

Other funds holding IDRV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Merit Financial Group's IDRV Position: Q3 2026 in Review

Merit Financial Group reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 1.1% in Q3 2026, selling an estimated $3.68K and leaving 8,815 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Merit Financial Group first reported a position in IDRV in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.62M in Q1 2022. 75 funds tracked by Wall St. Rank hold IDRV as of Q3 2026.

  • Merit Financial Group held 8,815 shares of iShares Self-Driving EV and Tech ETF worth $290K as of Q3 2026.
  • Merit Financial Group sold 102 iShares Self-Driving EV and Tech ETF shares in Q3 2026, an estimated $3.68K.
  • iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1938 holding.
  • Merit Financial Group first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2022 and has held it in 17 quarters since.
  • Merit Financial Group's iShares Self-Driving EV and Tech ETF position peaked at $3.62M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.