B. Riley Wealth Advisors’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Buy
37,235
+5,149
+16% +$170K 0.06% 280
2026
Q1
$1.01M Buy
+32,086
New +$1.12M 0.06% 293

Other funds holding IDEF

B. Riley Wealth Advisors's IDEF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 16% in Q2 2026, buying an estimated $170K and bringing the position to 37,235 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #280.

B. Riley Wealth Advisors first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • B. Riley Wealth Advisors held 37,235 shares of iShares Defense Industrials Active ETF worth $1.17M as of Q2 2026.
  • B. Riley Wealth Advisors bought 5,149 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $170K.
  • iShares Defense Industrials Active ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #280 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.