Morris Financial Concepts’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Morris Financial Concepts’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 Q1	$20.8K	Hold	539	–	–	0.01%	169
2025 Q4	$20.4K	Hold	539	–	–	0.01%	167
2025 Q3	$19.8K	Hold	539	–	–	0.01%	171
2025 Q2	$16.5K	Hold	539	–	–	0.01%	171
2025 Q1	$15.8K	Hold	539	–	–	0.01%	167
2024 Q4	$15.8K	Sell	539 -30	-5%	-$906	0.01%	156
2024 Q3	$18.1K	Hold	569	–	–	0.01%	162
2024 Q2	$16.2K	Hold	569	–	–	0.01%	135
2024 Q1	$17.9K	Sell	569 -200	-26%	-$6.29K	0.01%	133
2023 Q4	$27.5K	Hold	769	–	–	0.02%	123
2023 Q3	$28.6K	Hold	769	–	–	0.02%	114
2023 Q2	$31.5K	Sell	769 -545	-41%	-$20.5K	0.02%	117
2023 Q1	$50.4K	Buy	+1,314	New	+$50.5K	0.04%	108

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morris Financial Concepts's IDRV Position: Q1 2026 in Review

Morris Financial Concepts held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q1 2026 at 539 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #169.

Morris Financial Concepts first reported a position in IDRV in Q1 2023 and has held it in 13 quarters since. The position peaked at $50.4K in Q1 2023. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

Morris Financial Concepts held 539 shares of iShares Self-Driving EV and Tech ETF worth $20.8K as of Q1 2026.
Morris Financial Concepts left its iShares Self-Driving EV and Tech ETF share count unchanged in Q1 2026.
iShares Self-Driving EV and Tech ETF made up 0.01% of Morris Financial Concepts's portfolio in Q1 2026, its #169 holding.
Morris Financial Concepts first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2023 and has held it in 13 quarters since.
Morris Financial Concepts's iShares Self-Driving EV and Tech ETF position peaked at $50.4K in Q1 2023.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.