TS Financial Group (TSFG)
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TS Financial Group (TSFG)’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

TS Financial Group (TSFG)’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 		$4.47M Buy
143,045
+28,007
+24% +$915K 1.03% 26
2026
Q2 		$3.66M Buy
+115,038
New +$3.8M 0.46% 46

Other funds holding IDEF

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 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

TS Financial Group (TSFG)'s IDEF Position: Q3 2026 in Review

TS Financial Group (TSFG) increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 24% in Q3 2026, buying an estimated $915K and bringing the position to 143,045 shares worth $4.47M. The position accounts for 1.03% of the portfolio, ranked #26.

TS Financial Group (TSFG) first reported a position in IDEF in Q2 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • TS Financial Group (TSFG) held 143,045 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $4.47M as of Q3 2026.
  • TS Financial Group (TSFG) bought 28,007 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $915K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 1.03% of TS Financial Group (TSFG)'s portfolio in Q3 2026, its #26 holding.
  • TS Financial Group (TSFG) 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.
  • 99 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2026, filed 23 Oct 2026.