CA
IDEF

Clearstead Advisors’s iShares Defense Industrials 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
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

Clearstead Advisors's IDEF Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Defense Industrials 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. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

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

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