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Wealthspire Advisors (New York)’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Wealthspire Advisors (New York)’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
-31
Closed -$1.13K – 1906
2025
Q3 		$1.13K Buy
+31
New +$1.07K ﹤0.01% 2727

Other funds holding IDRV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $148M AUM 23.8% 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 $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
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 $220M AUM 16.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s IDRV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2025, closing a stake of 31 shares — an estimated $1.13K sold.

Wealthspire Advisors (New York) first reported a position in IDRV in Q3 2025 and held it in 1 quarter. The position peaked at $1.13K in Q3 2025. 69 funds tracked by Wall St. Rank hold IDRV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 31 iShares Self-Driving EV and Tech ETF shares in Q4 2025, an estimated $1.13K.
  • Wealthspire Advisors (New York) first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Self-Driving EV and Tech ETF position peaked at $1.13K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.