Clearstead Advisors’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Clearstead 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	$8.55K	Buy	269 +185	+220%	+$6.12K	﹤0.01%	2033
2026 Q1	$2.75K	Buy	84 +30	+56%	+$1.04K	﹤0.01%	1836
2025 Q4	$1.67K	Buy	54 +15	+38%	+$464	﹤0.01%	2164
2025 Q3	$1.23K	Hold	39	–	–	﹤0.01%	2580
2025 Q2	$1.09K	Buy	+39	New	+$1.04K	﹤0.01%	2421

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Clearstead Advisors's IDEF Position: Q2 2026 in Review

Clearstead Advisors increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 220% in Q2 2026, buying an estimated $6.12K and bringing the position to 269 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Clearstead Advisors first reported a position in IDEF in Q2 2025 and has held it in 5 quarters since. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Clearstead Advisors held 269 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $8.55K as of Q2 2026.
Clearstead Advisors bought 185 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $6.12K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2033 holding.
Clearstead Advisors first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.