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

Steward Partners Investment Advisory’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	-32	Closed	-$935	–	4187
2025 Q1	$935	Buy	+32	New	+$971	﹤0.01%	3784
2024 Q4	–	Sell	-150	Closed	-$4.76K	–	4025
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

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

Steward Partners Investment Advisory's IDRV Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2025, closing a stake of 32 shares — an estimated $935 sold.

Steward Partners Investment Advisory first reported a position in IDRV in Q1 2021 and held it in 15 quarters. The position peaked at $7.13K in Q1 2023. 77 funds tracked by Wall St. Rank hold IDRV as of Q2 2025.

Steward Partners Investment Advisory reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 32 iShares Self-Driving EV and Tech ETF shares in Q2 2025, an estimated $935.
Steward Partners Investment Advisory first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 15 quarters.
Steward Partners Investment Advisory's iShares Self-Driving EV and Tech ETF position peaked at $7.13K in Q1 2023.
77 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.