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

Centurion 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	$759K	Buy	24,291 +11,146	+85%	+$364K	0.18%	114
2026 Q2	$418K	Buy	+13,145	New	+$435K	0.1%	180

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

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

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

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

Centurion Wealth Management increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 85% in Q3 2026, buying an estimated $364K and bringing the position to 24,291 shares worth $759K. The position accounts for 0.18% of the portfolio, ranked #114.

Centurion Wealth Management first reported a position in IDEF in Q2 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

Centurion Wealth Management held 24,291 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $759K as of Q3 2026.
Centurion Wealth Management bought 11,146 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $364K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.18% of Centurion Wealth Management's portfolio in Q3 2026, its #114 holding.
Centurion Wealth Management 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.
75 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

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