AWM
IDEF

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

AE 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 		$651K Buy
19,904
+19,782
+16,215% +$689K ﹤0.01% 986
2025
Q4 		$3.76K Buy
+122
New +$3.78K ﹤0.01% 2272

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
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

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

AE Wealth Management increased its iShares Defense Industrials Active ETF (IDEF) stake by 16,215% in Q1 2026, buying an estimated $689K and bringing the position to 19,904 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

AE Wealth Management first reported a position in IDEF in Q4 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

  • AE Wealth Management held 19,904 shares of iShares Defense Industrials Active ETF worth $651K as of Q1 2026.
  • AE Wealth Management bought 19,782 iShares Defense Industrials Active ETF shares in Q1 2026, an estimated $689K.
  • iShares Defense Industrials Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #986 holding.
  • AE Wealth Management first reported a position in iShares Defense Industrials Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.