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

Vista Investment 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 		$385K Sell
12,324
-701
-5% -$22.9K 0.1% 126
2026
Q2 		$414K Sell
13,025
-2,925
-18% -$96.7K 0.1% 125
2026
Q1 		$522K Buy
+15,950
New +$555K 0.14% 115

Other funds holding IDEF

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Vista Investment Partners's IDEF Position: Q3 2026 in Review

Vista Investment Partners reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 5.4% in Q3 2026, selling an estimated $22.9K and leaving 12,324 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #126.

Vista Investment Partners first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $522K in Q1 2026. 15 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Vista Investment Partners held 12,324 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $385K as of Q3 2026.
  • Vista Investment Partners sold 701 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $22.9K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.1% of Vista Investment Partners's portfolio in Q3 2026, its #126 holding.
  • Vista Investment 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.
  • Vista Investment Partners's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $522K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.