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Strategic Advocates’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Strategic Advocates’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 		$15.5K Sell
401
-38,041
-99% -$1.48M 0.07% 139
2025
Q4 		$1.48M Sell
38,442
-1,813
-5% -$68.7K 0.38% 41
2025
Q3 		$1.48M Sell
40,255
-3,041
-7% -$105K 0.38% 41
2025
Q2 		$1.32M Sell
43,296
-1,310
-3% -$38.8K 0.39% 40
2025
Q1 		$1.3M Buy
44,606
+10,807
+32% +$328K 0.45% 33
2024
Q4 		$988K Buy
33,799
+9,602
+40% +$290K 0.33% 46
2024
Q3 		$768K Buy
24,197
+10,997
+83% +$320K 0.28% 57
2024
Q2 		$376K Buy
+13,200
New +$399K 0.15% 82

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
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $205M AUM 12.31% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return