RI
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Ridgewood Investments’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-60
Closed -$1.83K – 423
2025
Q2 		$1.83K Hold
60
– – ﹤0.01% 670
2025
Q1 		$1.75K Hold
60
– – ﹤0.01% 619
2024
Q4 		$1.75K Hold
60
– – ﹤0.01% 654
2024
Q3 		$1.91K Hold
60
– – ﹤0.01% 661
2024
Q2 		$1.71K Buy
+60
New +$1.82K ﹤0.01% 674
2023
Q3 		– Sell
-60
Closed -$2.46K – 451
2023
Q2 		$2.46K Hold
60
– – ﹤0.01% 678
2023
Q1 		$2.3K Buy
+60
New +$2.31K ﹤0.01% 677

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return