SOA Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

SOA Wealth 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 Q1	$462	Hold	12	–	–	﹤0.01%	781
2025 Q4	$455	Hold	12	–	–	﹤0.01%	784
2025 Q3	$436	Hold	12	–	–	﹤0.01%	809
2025 Q2	$364	Hold	12	–	–	﹤0.01%	797
2025 Q1	$344	Hold	12	–	–	﹤0.01%	808
2024 Q4	$344	Sell	12 -100	-89%	-$3.02K	﹤0.01%	798
2024 Q3	$3.57K	Sell	112 -91	-45%	-$2.65K	﹤0.01%	630
2024 Q2	$5.79K	Buy	203 +91	+81%	+$2.75K	﹤0.01%	592
2024 Q1	$3.53K	Hold	112	–	–	﹤0.01%	647
2023 Q4	$4.02K	Buy	112 +1	+0.9%	+$34	﹤0.01%	623
2023 Q3	$4.14K	Buy	111 +65	+141%	+$2.64K	﹤0.01%	642
2023 Q2	$1.9K	Buy	46 +35	+318%	+$1.32K	﹤0.01%	730
2023 Q1	$431	Hold	11	–	–	﹤0.01%	855
2022 Q4	$379	Hold	11	–	–	﹤0.01%	864
2022 Q3	$0	Hold	11	–	–	﹤0.01%	889
2022 Q2	$0	Buy	+11	New	+$450	﹤0.01%	905

Other funds holding IDRV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

SOA Wealth Advisors's IDRV Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares Self-Driving EV and Tech ETF (IDRV) position steady in Q1 2026 at 12 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #781.

SOA Wealth Advisors first reported a position in IDRV in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.79K in Q2 2024. 69 funds tracked by Wall St. Rank hold IDRV as of Q1 2026.

SOA Wealth Advisors held 12 shares of iShares Self-Driving EV and Tech ETF worth $462 as of Q1 2026.
SOA Wealth Advisors left its iShares Self-Driving EV and Tech ETF share count unchanged in Q1 2026.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #781 holding.
SOA Wealth Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2022 and has held it in 16 quarters since.
SOA Wealth Advisors's iShares Self-Driving EV and Tech ETF position peaked at $5.79K in Q2 2024.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.