Advyzon Investment Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Advyzon Investment 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 Q2	$2.2M	Sell	69,111 -8,171	-11%	-$270K	0.16%	136
2026 Q1	$2.53M	Buy	+77,282	New	+$2.69M	0.23%	106

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advyzon Investment Management's IDEF Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Defense Industrials Active ETF (IDEF) stake by 11% in Q2 2026, selling an estimated $270K and leaving 69,111 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #136.

Advyzon Investment Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.53M in Q1 2026. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Advyzon Investment Management held 69,111 shares of iShares Defense Industrials Active ETF worth $2.2M as of Q2 2026.
Advyzon Investment Management sold 8,171 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $270K.
iShares Defense Industrials Active ETF made up 0.16% of Advyzon Investment Management's portfolio in Q2 2026, its #136 holding.
Advyzon Investment Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
Advyzon Investment Management's iShares Defense Industrials Active ETF position peaked at $2.53M in Q1 2026.
277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.