Cambridge Investment Research Advisors
IDEF

Cambridge Investment Research Advisors’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Cambridge Investment Research Advisors’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 		$22.7M Buy
714,708
+256,620
+56% +$8.49M 0.05% 378
2026
Q1 		$15M Buy
458,088
+397,111
+651% +$13.8M 0.04% 467
2025
Q4 		$1.88M Buy
60,977
+25,164
+70% +$779K 0.01% 1584
2025
Q3 		$1.14M Buy
+35,813
New +$1.05M ﹤0.01% 1951

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cambridge Investment Research Advisors's IDEF Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 56% in Q2 2026, buying an estimated $8.49M and bringing the position to 714,708 shares worth $22.7M. The position accounts for 0.05% of the portfolio, ranked #378.

Cambridge Investment Research Advisors first reported a position in IDEF in Q3 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Cambridge Investment Research Advisors held 714,708 shares of iShares Defense Industrials Active ETF worth $22.7M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 256,620 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $8.49M.
  • iShares Defense Industrials Active ETF made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #378 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Defense Industrials Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.