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

Foundations Investment 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 		$71.7M Buy
2,295,186
+183,174
+9% +$5.99M 0.71% 34
2026
Q2 		$67.1M Buy
2,112,012
+340,886
+19% +$11.3M 0.69% 35
2026
Q1 		$58M Buy
+1,771,126
New +$61.7M 0.72% 34

Other funds holding IDEF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Foundations Investment Advisors's IDEF Position: Q3 2026 in Review

Foundations Investment Advisors increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 8.7% in Q3 2026, buying an estimated $5.99M and bringing the position to 2,295,186 shares worth $71.7M. The position accounts for 0.71% of the portfolio, ranked #34.

Foundations Investment Advisors first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Foundations Investment Advisors held 2,295,186 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $71.7M as of Q3 2026.
  • Foundations Investment Advisors bought 183,174 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $5.99M.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.71% of Foundations Investment Advisors's portfolio in Q3 2026, its #34 holding.
  • Foundations Investment 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.
  • 268 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Foundations Investment Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.