JWCA
IDEF

J.W. Cole Advisors’s iShares Defense Industrials Active ETF IDEF Stock Holding History

J.W. Cole Advisors’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 		$674K Buy
+21,207
New +$701K 0.01% 905

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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

J.W. Cole Advisors's IDEF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 21,207 shares worth $674K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings.

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

  • J.W. Cole Advisors held 21,207 shares of iShares Defense Industrials Active ETF worth $674K as of Q2 2026.
  • iShares Defense Industrials Active ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Defense Industrials Active ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #905 holding.
  • 73 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.