BCM
IDEF

Brookstone Capital Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Brookstone Capital 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 		$7.03M Buy
221,228
+51,855
+31% +$1.71M 0.07% 278
2026
Q1 		$5.54M Buy
+169,373
New +$5.9M 0.06% 302

Other funds holding IDEF

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Brookstone Capital Management's IDEF Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Defense Industrials Active ETF (IDEF) stake by 31% in Q2 2026, buying an estimated $1.71M and bringing the position to 221,228 shares worth $7.03M. The position accounts for 0.07% of the portfolio, ranked #278.

Brookstone Capital Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Brookstone Capital Management held 221,228 shares of iShares Defense Industrials Active ETF worth $7.03M as of Q2 2026.
  • Brookstone Capital Management bought 51,855 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $1.71M.
  • iShares Defense Industrials Active ETF made up 0.07% of Brookstone Capital Management's portfolio in Q2 2026, its #278 holding.
  • Brookstone Capital Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.