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Retirement Wealth Solutions’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Retirement Wealth Solutions’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 		$1.1M Sell
35,227
-7,588
-18% -$248K 0.58% 32
2026
Q2 		$1.36M Buy
42,815
+6,663
+18% +$220K 0.75% 27
2026
Q1 		$1.18M Buy
+36,152
New +$1.26M 0.75% 28

Other funds holding IDEF

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
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
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 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

Retirement Wealth Solutions's IDEF Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 18% in Q3 2026, selling an estimated $248K and leaving 35,227 shares worth $1.1M. The position accounts for 0.58% of the portfolio, ranked #32.

Retirement Wealth Solutions first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.36M in Q2 2026. 63 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Retirement Wealth Solutions held 35,227 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $1.1M as of Q3 2026.
  • Retirement Wealth Solutions sold 7,588 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $248K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.58% of Retirement Wealth Solutions's portfolio in Q3 2026, its #32 holding.
  • Retirement Wealth Solutions 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.
  • Retirement Wealth Solutions's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $1.36M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.