GWM
IDEF icon

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

Gilpin 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 		$781 Sell
25
-23
-48% -$752 ﹤0.01% 729
2026
Q2 		$1.53K Buy
48
+7
+17% +$231 ﹤0.01% 461
2026
Q1 		$1.34K Buy
+41
New +$1.43K ﹤0.01% 444

Other funds holding IDEF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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

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

Gilpin Wealth Management reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 48% in Q3 2026, selling an estimated $752 and leaving 25 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Gilpin Wealth Management first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.53K in Q2 2026. 10 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Gilpin Wealth Management held 25 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $781 as of Q3 2026.
  • Gilpin Wealth Management sold 23 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $752.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #729 holding.
  • Gilpin Wealth Management 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.
  • Gilpin Wealth Management's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $1.53K 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 Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.