Steward Partners Investment Advisory’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-32	Closed	-$935	–	4187
2025 Q1	$935	Buy	+32	New	+$971	﹤0.01%	3784
2024 Q4	–	Sell	-150	Closed	-$4.76K	–	4026
2024 Q3	$4.76K	Hold	150	–	–	﹤0.01%	3198
2024 Q2	$4.28K	Hold	150	–	–	﹤0.01%	3097
2024 Q1	$4.71K	Hold	150	–	–	﹤0.01%	3066
2023 Q4	$5.36K	Hold	150	–	–	﹤0.01%	2935
2023 Q3	$5.58K	Hold	150	–	–	﹤0.01%	2787
2023 Q2	$6.14K	Sell	150 -36	-19%	-$1.35K	﹤0.01%	2730
2023 Q1	$7.13K	Buy	186 +144	+343%	+$5.54K	﹤0.01%	2668
2022 Q4	$1.42K	Hold	42	–	–	﹤0.01%	3084
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	3129
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	3003
2022 Q1	$2K	Buy	42 +36	+600%	+$1.75K	﹤0.01%	3085
2021 Q4	$0	Hold	6	–	–	﹤0.01%	3245
2021 Q3	$0	Buy	+6	New	+$297	﹤0.01%	3240
2021 Q2	–	Sell	-150	Closed	-$6.92K	–	7232
2021 Q1	$6.92K	Buy	+150	New	+$6.9K	﹤0.01%	2925