Able Wealth Management’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Able Wealth Management’s Portfolio IDEF Stock Details IDEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.8M	Sell	87,924 -19,698	-18%	-$644K	0.62%	36
2026 Q2	$3.42M	Buy	107,622 +67,556	+169%	+$2.23M	0.78%	35
2026 Q1	$1.31M	Buy	+40,066	New	+$1.4M	0.35%	50

Other funds holding IDEF

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Able Wealth Management's IDEF Position: Q3 2026 in Review

Able Wealth Management reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 18% in Q3 2026, selling an estimated $644K and leaving 87,924 shares worth $2.8M. The position accounts for 0.62% of the portfolio, ranked #36.

Able Wealth Management first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.42M in Q2 2026. 92 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

Able Wealth Management held 87,924 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $2.8M as of Q3 2026.
Able Wealth Management sold 19,698 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $644K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.62% of Able Wealth Management's portfolio in Q3 2026, its #36 holding.
Able Wealth Management first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and has held it in 3 quarters since.
Able Wealth Management's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $3.42M in Q2 2026.
92 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.