Decker Retirement Planning’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Decker Retirement Planning’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	$21.2K	Buy	+667	New	+$22.1K	0.01%	165

Other funds holding IDEF

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

Decker Retirement Planning's IDEF Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 667 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings.

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

Decker Retirement Planning held 667 shares of iShares Defense Industrials Active ETF worth $21.2K as of Q2 2026.
iShares Defense Industrials Active ETF was a new Decker Retirement Planning position in Q2 2026.
iShares Defense Industrials Active ETF made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #165 holding.
111 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.