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NewEdge Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

NewEdge Advisors’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
-100
Closed -$3.67K – 4303
2025
Q3 		$3.67K Hold
100
– – ﹤0.01% 3622
2025
Q2 		$3.06K Hold
100
– – ﹤0.01% 3527
2025
Q1 		$2.92K Hold
100
– – ﹤0.01% 3428
2024
Q4 		$2.92K Sell
100
-183
-65% -$5.53K ﹤0.01% 3375
2024
Q3 		$8.99K Sell
283
-30
-10% -$873 ﹤0.01% 2976
2024
Q2 		$8.94K Hold
313
– – ﹤0.01% 2896
2024
Q1 		$9.84K Hold
313
– – ﹤0.01% 2891
2023
Q4 		$11.2K Hold
313
– – ﹤0.01% 2795
2023
Q3 		$11.6K Buy
313
+183
+141% +$7.44K ﹤0.01% 2530
2023
Q2 		$5.32K Hold
130
– – ﹤0.01% 2790
2023
Q1 		$4.99K Sell
130
-2,182
-94% -$83.9K ﹤0.01% 2774
2022
Q4 		$73.8K Buy
+2,312
New +$83.2K ﹤0.01% 1568

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 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 $205M AUM 12.31% 1-Year Est. Return