Envestnet Asset Management
IDEF

Envestnet Asset Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Envestnet Asset Management’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 		$1.65B Buy
51,978,476
+7,428,474
+17% +$246M 0.39% 50
2026
Q1 		$1.46B Buy
+44,550,002
New +$1.55B 0.39% 51

Other funds holding IDEF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management's IDEF Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Defense Industrials Active ETF (IDEF) stake by 17% in Q2 2026, buying an estimated $246M and bringing the position to 51,978,476 shares worth $1.65B. The position accounts for 0.39% of the portfolio, ranked #50.

Envestnet Asset Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Envestnet Asset Management held 51,978,476 shares of iShares Defense Industrials Active ETF worth $1.65B as of Q2 2026.
  • Envestnet Asset Management bought 7,428,474 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $246M.
  • iShares Defense Industrials Active ETF made up 0.39% of Envestnet Asset Management's portfolio in Q2 2026, its #50 holding.
  • Envestnet Asset Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.