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Farther Finance Advisors’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Farther Finance Advisors’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 		$4.58M Sell
146,646
-18,508
-11% -$605K 0.03% 463
2026
Q2 		$5.25M Buy
165,154
+55,509
+51% +$1.84M 0.04% 390
2026
Q1 		$3.69M Buy
+109,645
New +$3.82M 0.03% 430

Other funds holding IDEF

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Farther Finance Advisors's IDEF Position: Q3 2026 in Review

Farther Finance Advisors reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 11% in Q3 2026, selling an estimated $605K and leaving 146,646 shares worth $4.58M. The position accounts for 0.03% of the portfolio, ranked #463.

Farther Finance Advisors first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.25M in Q2 2026. 10 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Farther Finance Advisors held 146,646 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $4.58M as of Q3 2026.
  • Farther Finance Advisors sold 18,508 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $605K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #463 holding.
  • Farther Finance Advisors 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.
  • Farther Finance Advisors's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $5.25M 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 Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.