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Spinnaker Investment Group’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Spinnaker Investment 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 		$217K Sell
6,963
-1,761
-20% -$57.6K 0.03% 166
2026
Q2 		$277K Buy
+8,724
New +$288K 0.04% 140

Other funds holding IDEF

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Spinnaker Investment Group's IDEF Position: Q3 2026 in Review

Spinnaker Investment Group reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 20% in Q3 2026, selling an estimated $57.6K and leaving 6,963 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #166.

Spinnaker Investment Group first reported a position in IDEF in Q2 2026 and has held it in 2 quarters since. The position peaked at $277K in Q2 2026. 24 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Spinnaker Investment Group held 6,963 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $217K as of Q3 2026.
  • Spinnaker Investment Group sold 1,761 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $57.6K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.03% of Spinnaker Investment Group's portfolio in Q3 2026, its #166 holding.
  • Spinnaker Investment Group first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Spinnaker Investment Group's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $277K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.