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

Milestone Asset 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 		$1.51M Buy
+48,494
New +$1.59M 0.24% 95

Other funds holding IDEF

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return

Milestone Asset Management's IDEF Position: Q3 2026 in Review

Milestone Asset Management opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q3 2026: 48,494 shares worth $1.51M. The stake represents 0.24% of the portfolio and ranks #95 among its holdings.

51 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Milestone Asset Management held 48,494 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $1.51M as of Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new Milestone Asset Management position in Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.24% of Milestone Asset Management's portfolio in Q3 2026, its #95 holding.
  • 51 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.