MWM
IDRV icon

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

Moran 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
Q4 		– Sell
-28,758
Closed -$1.05M – 513
2025
Q3 		$1.05M Buy
28,758
+12,000
+72% +$413K 0.03% 345
2025
Q2 		$512K Buy
+16,758
New +$496K 0.02% 413

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Moran Wealth Management's IDRV Position: Q4 2025 in Review

Moran Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2025, closing a stake of 28,758 shares — an estimated $1.05M sold.

Moran Wealth Management first reported a position in IDRV in Q2 2025 and held it in 2 quarters. The position peaked at $1.05M in Q3 2025. 69 funds tracked by Wall St. Rank hold IDRV as of Q4 2025.

  • Moran Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 28,758 iShares Self-Driving EV and Tech ETF shares in Q4 2025, an estimated $1.05M.
  • Moran Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2025 and held it in 2 quarters.
  • Moran Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $1.05M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.