Kelly Financial Services’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Kelly Financial Services’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	$220K	Sell	7,035 -1,053	-13%	-$34.4K	0.05%	123
2026 Q2	$257K	Buy	8,088 +878	+12%	+$29K	0.06%	118
2026 Q1	$236K	Buy	+7,210	New	+$251K	0.06%	115

Other funds holding IDEF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kelly Financial Services's IDEF Position: Q3 2026 in Review

Kelly Financial Services reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 13% in Q3 2026, selling an estimated $34.4K and leaving 7,035 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #123.

Kelly Financial Services first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $257K in Q2 2026. 180 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

Kelly Financial Services held 7,035 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $220K as of Q3 2026.
Kelly Financial Services sold 1,053 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $34.4K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.05% of Kelly Financial Services's portfolio in Q3 2026, its #123 holding.
Kelly Financial Services 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.
Kelly Financial Services's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $257K in Q2 2026.
180 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Kelly Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.