Pine Grove Financial Group
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Pine Grove Financial Group’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Pine Grove Financial Group’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 		$6.99M Sell
223,835
-33,652
-13% -$1.1M 0.68% 38
2026
Q2 		$8.18M Buy
257,487
+44,567
+21% +$1.47M 0.83% 36
2026
Q1 		$6.97M Buy
+212,920
New +$7.41M 0.81% 38

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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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Prosperity Capital Advisors
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

Pine Grove Financial Group's IDEF Position: Q3 2026 in Review

Pine Grove Financial Group reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 13% in Q3 2026, selling an estimated $1.1M and leaving 223,835 shares worth $6.99M. The position accounts for 0.68% of the portfolio, ranked #38.

Pine Grove Financial Group first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.18M in Q2 2026. 67 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Pine Grove Financial Group held 223,835 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $6.99M as of Q3 2026.
  • Pine Grove Financial Group sold 33,652 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $1.1M.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.68% of Pine Grove Financial Group's portfolio in Q3 2026, its #38 holding.
  • Pine Grove Financial Group 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.
  • Pine Grove Financial Group's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $8.18M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.