Janney Montgomery Scott’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Janney Montgomery Scott’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	$85M	Buy	+2,675,561	New	+$88.5M	0.16%	133

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Janney Montgomery Scott's IDEF Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 2,675,561 shares worth $85M. The stake represents 0.16% of the portfolio and ranks #133 among its holdings.

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

Janney Montgomery Scott held 2,675,561 shares of iShares Defense Industrials Active ETF worth $85M as of Q2 2026.
iShares Defense Industrials Active ETF was a new Janney Montgomery Scott position in Q2 2026.
iShares Defense Industrials Active ETF made up 0.16% of Janney Montgomery Scott's portfolio in Q2 2026, its #133 holding.
163 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.