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 Q2	$9.53K	Sell	250 -151	-38%	-$6.33K	0.04%	163
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 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

Strategic Advocates's IDRV Position: Q2 2026 in Review

Strategic Advocates reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 38% in Q2 2026, selling an estimated $6.33K and leaving 250 shares worth $9.53K. The position accounts for 0.04% of the portfolio, ranked #163.

Strategic Advocates first reported a position in IDRV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2025. 72 funds tracked by Wall St. Rank hold IDRV as of Q2 2026.

Strategic Advocates held 250 shares of iShares Self-Driving EV and Tech ETF worth $9.53K as of Q2 2026.
Strategic Advocates sold 151 iShares Self-Driving EV and Tech ETF shares in Q2 2026, an estimated $6.33K.
iShares Self-Driving EV and Tech ETF made up 0.04% of Strategic Advocates's portfolio in Q2 2026, its #163 holding.
Strategic Advocates first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2024 and has held it in 9 quarters since.
Strategic Advocates's iShares Self-Driving EV and Tech ETF position peaked at $1.48M in Q4 2025.
72 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.