Able Wealth Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Able Wealth Management’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 Q1	$1.31M	Buy	+40,066	New	+$1.4M	0.35%	50

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Able Wealth Management's IDEF Position: Q1 2026 in Review

Able Wealth Management opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q1 2026: 40,066 shares worth $1.31M. The stake represents 0.35% of the portfolio and ranks #50 among its holdings.

219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

Able Wealth Management held 40,066 shares of iShares Defense Industrials Active ETF worth $1.31M as of Q1 2026.
iShares Defense Industrials Active ETF was a new Able Wealth Management position in Q1 2026.
iShares Defense Industrials Active ETF made up 0.35% of Able Wealth Management's portfolio in Q1 2026, its #50 holding.
219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.