Carson Wealth (CWM LLC)’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$139M	Buy	+4,250,401	New	+$148M	0.37%	54

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s IDEF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q1 2026: 4,250,401 shares worth $139M. The stake represents 0.37% of the portfolio and ranks #54 among its holdings.

219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

Carson Wealth (CWM LLC) held 4,250,401 shares of iShares Defense Industrials Active ETF worth $139M as of Q1 2026.
iShares Defense Industrials Active ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
iShares Defense Industrials Active ETF made up 0.37% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #54 holding.
219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.