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

Concurrent Investment 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	$4.17M	Buy	131,191 +31,052	+31%	+$1.03M	0.04%	484
2026 Q1	$3.28M	Buy	+100,139	New	+$3.49M	0.04%	467

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

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 19.34% 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

Concurrent Investment Advisors's IDEF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 31% in Q2 2026, buying an estimated $1.03M and bringing the position to 131,191 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #484.

Concurrent Investment Advisors first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Concurrent Investment Advisors held 131,191 shares of iShares Defense Industrials Active ETF worth $4.17M as of Q2 2026.
Concurrent Investment Advisors bought 31,052 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $1.03M.
iShares Defense Industrials Active ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #484 holding.
Concurrent Investment Advisors first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

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