XY Planning Network
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XY Planning Network’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

XY Planning Network’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 		$260K Buy
+8,314
New +$272K 0.03% 340

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 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

XY Planning Network's IDEF Position: Q3 2026 in Review

XY Planning Network opened a new position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q3 2026: 8,314 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings.

111 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • XY Planning Network held 8,314 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $260K as of Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF was a new XY Planning Network position in Q3 2026.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #340 holding.
  • 111 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.