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 Q2	$11.4K	Sell	300 -239	-44%	-$10K	﹤0.01%	181
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 $202B AUM 37.79% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morris Financial Concepts's IDRV Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 44% in Q2 2026, selling an estimated $10K and leaving 300 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Morris Financial Concepts first reported a position in IDRV in Q1 2023 and has held it in 14 quarters since. The position peaked at $50.4K in Q1 2023. 71 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Morris Financial Concepts held 300 shares of iShares Self-Driving EV and Tech ETF worth $11.4K as of Q2 2026.
Morris Financial Concepts sold 239 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $10K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #181 holding.
Morris Financial Concepts first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2023 and has held it in 14 quarters since.
Morris Financial Concepts's iShares Self-Driving EV and Tech ETF position peaked at $50.4K in Q1 2023.
71 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.