VAG
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VisionPoint Advisory Group’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

VisionPoint Advisory 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 		$1.38M Buy
44,133
+26,073
+144% +$852K 0.22% 104
2026
Q2 		$574K Buy
+18,060
New +$597K 0.09% 235

Other funds holding IDEF

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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

VisionPoint Advisory Group's IDEF Position: Q3 2026 in Review

VisionPoint Advisory Group increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 144% in Q3 2026, buying an estimated $852K and bringing the position to 44,133 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #104.

VisionPoint Advisory Group first reported a position in IDEF in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • VisionPoint Advisory Group held 44,133 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $1.38M as of Q3 2026.
  • VisionPoint Advisory Group bought 26,073 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $852K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.22% of VisionPoint Advisory Group's portfolio in Q3 2026, its #104 holding.
  • VisionPoint Advisory 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.
  • 10 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.