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

Essential 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 		$2.03K Buy
+65
New +$2.12K ﹤0.01% 1911

Other funds holding IDEF

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 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
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

Essential Partners's IDEF Position: Q3 2026 in Review

Essential Partners opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q3 2026: 65 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #1911 among its holdings.

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

  • Essential Partners held 65 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $2.03K as of Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new Essential Partners position in Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1911 holding.
  • 81 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.