Plante Moran Financial Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Plante Moran Financial 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
2026 Q2	$21.2K	Buy	555 +4	+0.7%	+$168	﹤0.01%	468
2026 Q1	$21.2K	Hold	551	–	–	﹤0.01%	422
2025 Q4	$20.9K	Buy	551 +5	+0.9%	+$189	﹤0.01%	443
2025 Q3	$20K	Hold	546	–	–	﹤0.01%	464
2025 Q2	$16.7K	Buy	546 +5	+0.9%	+$148	﹤0.01%	497
2025 Q1	$15.8K	Hold	541	–	–	﹤0.01%	509
2024 Q4	$15.8K	Buy	541 +7	+1%	+$211	﹤0.01%	524
2024 Q3	$17K	Hold	534	–	–	﹤0.01%	547
2024 Q2	$15.2K	Buy	534 +53	+11%	+$1.6K	﹤0.01%	520
2024 Q1	$15.1K	Hold	481	–	–	﹤0.01%	544
2023 Q4	$17.2K	Hold	481	–	–	﹤0.01%	476
2023 Q3	$17.9K	Hold	481	–	–	﹤0.01%	448
2023 Q2	$19.7K	Hold	481	–	–	﹤0.01%	448
2023 Q1	$18.4K	Buy	481 +2	+0.4%	+$77	﹤0.01%	460
2022 Q4	$16.2K	Buy	479 +3	+0.6%	+$108	﹤0.01%	507
2022 Q3	$16K	Hold	476	–	–	﹤0.01%	502
2022 Q2	$18K	Buy	476 +5	+1%	+$205	﹤0.01%	489
2022 Q1	$22K	Buy	471 +168	+55%	+$8.16K	﹤0.01%	478
2021 Q4	$16K	Buy	303 +1	+0.3%	+$53	﹤0.01%	602
2021 Q3	$15K	Buy	+302	New	+$14.9K	﹤0.01%	621

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HHRDM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WealthSpring Partners Long Beach, California $116M AUM

Plante Moran Financial Advisors's IDRV Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 0.73% in Q2 2026, buying an estimated $168 and bringing the position to 555 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Plante Moran Financial Advisors first reported a position in IDRV in Q3 2021 and has held it in 20 quarters since. The position peaked at $22K in Q1 2022. 37 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Plante Moran Financial Advisors held 555 shares of iShares Self-Driving EV and Tech ETF worth $21.2K as of Q2 2026.
Plante Moran Financial Advisors bought 4 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $168.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #468 holding.
Plante Moran Financial Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2021 and has held it in 20 quarters since.
Plante Moran Financial Advisors's iShares Self-Driving EV and Tech ETF position peaked at $22K in Q1 2022.
37 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.