Innovative Advisory Group, LLC’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-423	Closed	-$16K	–	117
2025 Q4	$16K	Sell	423 -390	-48%	-$14.8K	0.01%	110
2025 Q3	$29.8K	Sell	813 -140	-15%	-$4.82K	0.02%	88
2025 Q2	$29.1K	Hold	953	–	–	0.02%	83
2025 Q1	$27.9K	Sell	953 -10	-1%	-$303	0.03%	76
2024 Q4	$28.1K	Buy	+963	New	+$29.1K	0.02%	78

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

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 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

HHRDM

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

Innovative Advisory Group, LLC's IDRV Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2026, closing a stake of 423 shares — an estimated $16K sold.

Innovative Advisory Group, LLC first reported a position in IDRV in Q4 2024 and held it in 5 quarters. The position peaked at $29.8K in Q3 2025. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 423 iShares Self-Driving EV and Tech ETF shares in Q1 2026, an estimated $16K.
Innovative Advisory Group, LLC first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's iShares Self-Driving EV and Tech ETF position peaked at $29.8K in Q3 2025.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.