AWE
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Avidian Wealth Enterprises’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Avidian Wealth Enterprises’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 		$557K Sell
17,836
-8,737
-33% -$286K 0.02% 452
2026
Q2 		$845K Buy
26,573
+8,340
+46% +$276K 0.02% 359
2026
Q1 		$597K Buy
+18,233
New +$635K 0.02% 402

Other funds holding IDEF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Avidian Wealth Enterprises's IDEF Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 33% in Q3 2026, selling an estimated $286K and leaving 17,836 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #452.

Avidian Wealth Enterprises first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $845K in Q2 2026. 10 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Avidian Wealth Enterprises held 17,836 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $557K as of Q3 2026.
  • Avidian Wealth Enterprises sold 8,737 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $286K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #452 holding.
  • Avidian Wealth Enterprises 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.
  • Avidian Wealth Enterprises's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $845K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.