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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$538K Buy
16,939
+2,076
+14% +$68.6K 0.02% 569
2026
Q1
$486K Buy
+14,863
New +$518K 0.02% 544

Other funds holding IDEF

Gladstone Institutional Advisory's IDEF Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Defense Industrials Active ETF (IDEF) stake by 14% in Q2 2026, buying an estimated $68.6K and bringing the position to 16,939 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #569.

Gladstone Institutional Advisory 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.

  • Gladstone Institutional Advisory held 16,939 shares of iShares Defense Industrials Active ETF worth $538K as of Q2 2026.
  • Gladstone Institutional Advisory bought 2,076 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $68.6K.
  • iShares Defense Industrials Active ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #569 holding.
  • Gladstone Institutional Advisory 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.