Clearstead Trust
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Clearstead Trust’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Clearstead Trust’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 		$3.37K Buy
+108
New +$3.53K ﹤0.01% 870

Other funds holding IDEF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Clearstead Trust's IDEF Position: Q3 2026 in Review

Clearstead Trust opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q3 2026: 108 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings.

194 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Clearstead Trust held 108 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $3.37K as of Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new Clearstead Trust position in Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #870 holding.
  • 194 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.