Private Trust Company’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Private Trust Company’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 Q2	–	Sell	-60	Closed	-$1.75K	–	2522
2025 Q1	$1.75K	Sell	60 -247	-80%	-$7.49K	﹤0.01%	2281
2024 Q4	$8.97K	Buy	307 +34	+12%	+$1.03K	﹤0.01%	1784
2024 Q3	$8.67K	Buy	+273	New	+$7.94K	﹤0.01%	1780

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Trust Company's IDRV Position: Q2 2025 in Review

Private Trust Company sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2025, closing a stake of 60 shares — an estimated $1.75K sold.

Private Trust Company first reported a position in IDRV in Q3 2024 and held it in 3 quarters. The position peaked at $8.97K in Q4 2024. 77 funds tracked by Wall St. Rank hold IDRV as of Q2 2025.

Private Trust Company reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2025 after selling out during the quarter.
Private Trust Company sold 60 iShares Self-Driving EV and Tech ETF shares in Q2 2025, an estimated $1.75K.
Private Trust Company first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2024 and held it in 3 quarters.
Private Trust Company's iShares Self-Driving EV and Tech ETF position peaked at $8.97K in Q4 2024.
77 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.