U.S. Capital Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

U.S. Capital 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
2025 Q4	–	Sell	-16,824	Closed	-$617K	–	1003
2025 Q3	$617K	Sell	16,824 -4,367	-21%	-$150K	0.02%	583
2025 Q2	$648K	Buy	21,191 +1,871	+10%	+$55.4K	0.02%	537
2025 Q1	$565K	Buy	19,320 +4,379	+29%	+$133K	0.02%	562
2024 Q4	$437K	Buy	+14,941	New	+$451K	0.01%	595

Other funds holding IDRV

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 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

U.S. Capital Wealth Advisors's IDRV Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2025, closing a stake of 16,824 shares — an estimated $617K sold.

U.S. Capital Wealth Advisors first reported a position in IDRV in Q4 2024 and held it in 4 quarters. The position peaked at $648K in Q2 2025. 69 funds tracked by Wall St. Rank hold IDRV as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 16,824 iShares Self-Driving EV and Tech ETF shares in Q4 2025, an estimated $617K.
U.S. Capital Wealth Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2024 and held it in 4 quarters.
U.S. Capital Wealth Advisors's iShares Self-Driving EV and Tech ETF position peaked at $648K in Q2 2025.
69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.