Hoxton Planning & Management’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Hoxton Planning & 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 Q2	$1.72M	Buy	54,121 +1,439	+3%	+$47.6K	0.45%	47
2026 Q1	$1.72M	Buy	+52,682	New	+$1.83M	0.52%	41

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Hoxton Planning & Management's IDEF Position: Q2 2026 in Review

Hoxton Planning & Management increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 2.7% in Q2 2026, buying an estimated $47.6K and bringing the position to 54,121 shares worth $1.72M. The position accounts for 0.45% of the portfolio, ranked #47.

Hoxton Planning & Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.72M in Q1 2026. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Hoxton Planning & Management held 54,121 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $1.72M as of Q2 2026.
Hoxton Planning & Management bought 1,439 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $47.6K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.45% of Hoxton Planning & Management's portfolio in Q2 2026, its #47 holding.
Hoxton Planning & Management first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and has held it in 2 quarters since.
Hoxton Planning & Management's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $1.72M in Q1 2026.
278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.