Osaic Holdings’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Osaic Holdings’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	$211K	Sell	5,532 -99	-2%	-$4.15K	﹤0.01%	4392
2026 Q1	$217K	Sell	5,631 -8	-0.1%	-$311	﹤0.01%	4080
2025 Q4	$214K	Buy	5,639 +375	+7%	+$14.2K	﹤0.01%	4103
2025 Q3	$190K	Sell	5,264 -1,366	-21%	-$47K	﹤0.01%	4263
2025 Q2	$203K	Sell	6,630 -47	-0.7%	-$1.39K	﹤0.01%	3932
2025 Q1	$195K	Sell	6,677 -3	-0%	-$91	﹤0.01%	3648
2024 Q4	$195K	Sell	6,680 -449	-6%	-$13.6K	﹤0.01%	3624
2024 Q3	$226K	Sell	7,129 -320	-4%	-$9.31K	﹤0.01%	3551
2024 Q2	$213K	Sell	7,449 -10,970	-60%	-$332K	﹤0.01%	3496
2024 Q1	$579K	Sell	18,419 -2,111	-10%	-$66.4K	﹤0.01%	2819
2023 Q4	$733K	Sell	20,530 -6,940	-25%	-$236K	﹤0.01%	2819
2023 Q3	$1.02M	Buy	27,470 +2,711	+11%	+$110K	﹤0.01%	2616
2023 Q2	$1.02M	Sell	24,759 -3,724	-13%	-$140K	﹤0.01%	2510
2023 Q1	$1.09M	Sell	28,483 -1,357	-5%	-$52.2K	﹤0.01%	2366
2022 Q4	$1.01M	Buy	29,840 +4,458	+18%	+$160K	﹤0.01%	2350
2022 Q3	$849K	Sell	25,382 -670	-3%	-$26K	﹤0.01%	2384
2022 Q2	$959K	Sell	26,052 -1,648	-6%	-$67.4K	﹤0.01%	2307
2022 Q1	$1.55M	Buy	27,700 +246	+0.9%	+$12K	﹤0.01%	2149
2021 Q4	$1.49M	Buy	27,454 +6,249	+29%	+$332K	﹤0.01%	2039
2021 Q3	$1.02M	Buy	21,205 +427	+2%	+$21.1K	﹤0.01%	2328
2021 Q2	$1.03M	Buy	20,778 +9,336	+82%	+$445K	﹤0.01%	2328
2021 Q1	$529K	Buy	11,442 +8,371	+273%	+$385K	﹤0.01%	2810
2020 Q4	$132K	Buy	3,071 +2,859	+1,349%	+$109K	﹤0.01%	3837
2020 Q3	$7K	Buy	212 +150	+242%	+$4.76K	﹤0.01%	5443
2020 Q2	$2K	Buy	+62	New	+$1.55K	﹤0.01%	5791

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

Osaic Holdings's IDRV Position: Q2 2026 in Review

Osaic Holdings reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 1.8% in Q2 2026, selling an estimated $4.15K and leaving 5,532 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #4392.

Osaic Holdings first reported a position in IDRV in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.55M in Q1 2022. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Osaic Holdings held 5,532 shares of iShares Self-Driving EV and Tech ETF worth $211K as of Q2 2026.
Osaic Holdings sold 99 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $4.15K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4392 holding.
Osaic Holdings first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2020 and has held it in 25 quarters since.
Osaic Holdings's iShares Self-Driving EV and Tech ETF position peaked at $1.55M in Q1 2022.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.