GWANC
IDEF

Guardian Wealth Advisors (North Carolina)’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-208
Closed -$6.81K – 639
2026
Q1 		$6.81K Buy
+208
New +$7.24K ﹤0.01% 559

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Guardian Wealth Advisors (North Carolina)'s IDEF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Defense Industrials Active ETF (IDEF) in Q2 2026, closing a stake of 208 shares — an estimated $6.81K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IDEF in Q1 2026 and held it in 1 quarter. The position peaked at $6.81K in Q1 2026. 266 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Defense Industrials Active ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 208 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $6.81K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s iShares Defense Industrials Active ETF position peaked at $6.81K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.