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 Q2	$1.39M	Buy	+43,651	New	+$1.44M	0.9%	19

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hoese & Co's IDEF Position: Q2 2026 in Review

Hoese & Co opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q2 2026: 43,651 shares worth $1.39M. The stake represents 0.9% of the portfolio and ranks #19 among its holdings.

278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Hoese & Co held 43,651 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $1.39M as of Q2 2026.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new Hoese & Co position in Q2 2026.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.9% of Hoese & Co's portfolio in Q2 2026, its #19 holding.
278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.