BCGM Wealth Management’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
$4.71M Buy
148,236
+20,656
+16% +$683K 1% 30
2026
Q1
$4.17M Buy
+127,580
New +$4.44M 1.05% 32

Other funds holding IDEF

BCGM Wealth Management's IDEF Position: Q2 2026 in Review

BCGM Wealth Management increased its iShares Defense Industrials Active ETF (IDEF) stake by 16% in Q2 2026, buying an estimated $683K and bringing the position to 148,236 shares worth $4.71M. The position accounts for 1% of the portfolio, ranked #30.

BCGM Wealth Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • BCGM Wealth Management held 148,236 shares of iShares Defense Industrials Active ETF worth $4.71M as of Q2 2026.
  • BCGM Wealth Management bought 20,656 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $683K.
  • iShares Defense Industrials Active ETF made up 1% of BCGM Wealth Management's portfolio in Q2 2026, its #30 holding.
  • BCGM Wealth Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.