HGWM
IDEF

Horst & Graben Wealth Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Horst & Graben Wealth 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 		– Sell
-7,870
Closed -$260K – 208
2026
Q1 		$260K Buy
+7,870
New +$274K 0.04% 171

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

Horst & Graben Wealth Management's IDEF Position: Q2 2026 in Review

Horst & Graben Wealth Management sold out of iShares Defense Industrials Active ETF (IDEF) in Q2 2026, closing a stake of 7,870 shares — an estimated $260K sold.

Horst & Graben Wealth Management first reported a position in IDEF in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Horst & Graben Wealth Management reported no remaining iShares Defense Industrials Active ETF position as of Q2 2026 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 7,870 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $260K.
  • Horst & Graben Wealth Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and held it in 1 quarter.
  • Horst & Graben Wealth Management's iShares Defense Industrials Active ETF position peaked at $260K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.