Rockefeller Capital Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Rockefeller Capital Management’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	$5.7K	Sell	149 -242	-62%	-$10.1K	﹤0.01%	4204
2026 Q1	$15.1K	Hold	391	–	–	﹤0.01%	3828
2025 Q4	$14.8K	Buy	391 +1	+0.3%	+$38	﹤0.01%	3643
2025 Q3	$14.3K	Buy	+390	New	+$13.4K	﹤0.01%	3506
2023 Q1	–	Sell	-830	Closed	-$28K	–	2883
2022 Q4	$28K	Sell	830 -750	-47%	-$27K	﹤0.01%	2661
2022 Q3	$52K	Buy	1,580 +315	+25%	+$12.2K	﹤0.01%	2322
2022 Q2	$46K	Buy	1,265 +361	+40%	+$14.8K	﹤0.01%	2329
2022 Q1	$41K	Buy	904 +553	+158%	+$26.9K	﹤0.01%	2388
2021 Q4	$19K	Buy	351 +38	+12%	+$2.02K	﹤0.01%	2667
2021 Q3	$15K	Sell	313 -81	-21%	-$4K	﹤0.01%	2706
2021 Q2	$19K	Hold	394	–	–	﹤0.01%	2503
2021 Q1	$18K	Buy	+394	New	+$18.1K	﹤0.01%	2330

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

Rockefeller Capital Management's IDRV Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 62% in Q2 2026, selling an estimated $10.1K and leaving 149 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4204.

Rockefeller Capital Management first reported a position in IDRV in Q1 2021 and has held it in 12 quarters since. The position peaked at $52K in Q3 2022. 71 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Rockefeller Capital Management held 149 shares of iShares Self-Driving EV and Tech ETF worth $5.7K as of Q2 2026.
Rockefeller Capital Management sold 242 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $10.1K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4204 holding.
Rockefeller Capital Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and has held it in 12 quarters since.
Rockefeller Capital Management's iShares Self-Driving EV and Tech ETF position peaked at $52K in Q3 2022.
71 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.