CWM
IDEF

Centurion Wealth Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Centurion Wealth 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 		$418K Buy
+13,145
New +$435K 0.1% 180

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

Centurion Wealth Management opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 13,145 shares worth $418K. The stake represents 0.1% of the portfolio and ranks #180 among its holdings.

48 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Centurion Wealth Management held 13,145 shares of iShares Defense Industrials Active ETF worth $418K as of Q2 2026.
  • iShares Defense Industrials Active ETF was a new Centurion Wealth Management position in Q2 2026.
  • iShares Defense Industrials Active ETF made up 0.1% of Centurion Wealth Management's portfolio in Q2 2026, its #180 holding.
  • 48 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.