Advus Financial Partners’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Advus Financial Partners’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	$1.95M	Buy	62,504 +37,860	+154%	+$1.24M	0.55%	42
2026 Q2	$783K	Buy	+24,644	New	+$815K	0.22%	71

Other funds holding IDEF

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

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Advus Financial Partners's IDEF Position: Q3 2026 in Review

Advus Financial Partners increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 154% in Q3 2026, buying an estimated $1.24M and bringing the position to 62,504 shares worth $1.95M. The position accounts for 0.55% of the portfolio, ranked #42.

Advus Financial Partners first reported a position in IDEF in Q2 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

Advus Financial Partners held 62,504 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $1.95M as of Q3 2026.
Advus Financial Partners bought 37,860 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $1.24M.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.55% of Advus Financial Partners's portfolio in Q3 2026, its #42 holding.
Advus Financial Partners first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
65 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.