CI
IDEF

CX Institutional’s iShares Defense Industrials Active ETF IDEF Stock Holding History

CX Institutional’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 		– Sell
-100
Closed -$3K – 1684
2025
Q4 		$3K Buy
+100
New +$3.1K ﹤0.01% 1342

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

CX Institutional's IDEF Position: Q1 2026 in Review

CX Institutional sold out of iShares Defense Industrials Active ETF (IDEF) in Q1 2026, closing a stake of 100 shares — an estimated $3K sold.

CX Institutional first reported a position in IDEF in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

  • CX Institutional reported no remaining iShares Defense Industrials Active ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 100 iShares Defense Industrials Active ETF shares in Q1 2026, an estimated $3K.
  • CX Institutional first reported a position in iShares Defense Industrials Active ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's iShares Defense Industrials Active ETF position peaked at $3K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.