Avantra Family Wealth’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Avantra Family Wealth’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	$661K	Buy	+20,797	New	+$688K	0.42%	75

Other funds holding IDEF

PAS

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

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Avantra Family Wealth's IDEF Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 20,797 shares worth $661K. The stake represents 0.42% of the portfolio and ranks #75 among its holdings.

126 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Avantra Family Wealth held 20,797 shares of iShares Defense Industrials Active ETF worth $661K as of Q2 2026.
iShares Defense Industrials Active ETF was a new Avantra Family Wealth position in Q2 2026.
iShares Defense Industrials Active ETF made up 0.42% of Avantra Family Wealth's portfolio in Q2 2026, its #75 holding.
126 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.