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

Semus Wealth Partners’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	$550K	Buy	17,601 +12	+0.1%	+$392	0.25%	68
2026 Q2	$559K	Buy	17,589 +3,005	+21%	+$99.4K	0.27%	66
2026 Q1	$477K	Buy	+14,584	New	+$508K	0.27%	63

Other funds holding IDEF

Park Avenue Securities New York $16.4B AUM 18.52% 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

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

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Semus Wealth Partners's IDEF Position: Q3 2026 in Review

Semus Wealth Partners increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 0.07% in Q3 2026, buying an estimated $392 and bringing the position to 17,601 shares worth $550K. The position accounts for 0.25% of the portfolio, ranked #68.

Semus Wealth Partners first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $559K in Q2 2026. 120 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

Semus Wealth Partners held 17,601 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $550K as of Q3 2026.
Semus Wealth Partners bought 12 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $392.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.25% of Semus Wealth Partners's portfolio in Q3 2026, its #68 holding.
Semus Wealth Partners 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.
Semus Wealth Partners's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $559K in Q2 2026.
120 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.