Hoese & Co’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Hoese & Co’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	$1.38M	Buy	44,214 +563	+1%	+$18.4K	0.91%	19
2026 Q2	$1.39M	Buy	+43,651	New	+$1.44M	0.9%	19

Other funds holding IDEF

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

Hoese & Co's IDEF Position: Q3 2026 in Review

Hoese & Co increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 1.3% in Q3 2026, buying an estimated $18.4K and bringing the position to 44,214 shares worth $1.38M. The position accounts for 0.91% of the portfolio, ranked #19.

Hoese & Co first reported a position in IDEF in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.39M in Q2 2026. 81 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

Hoese & Co held 44,214 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $1.38M as of Q3 2026.
Hoese & Co bought 563 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $18.4K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.91% of Hoese & Co's portfolio in Q3 2026, its #19 holding.
Hoese & Co first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
Hoese & Co's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $1.39M in Q2 2026.
81 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.