JFS Wealth Advisors’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
$852K Buy
26,795
+3,992
+18% +$132K 0.04% 188
2026
Q1
$746K Buy
+22,803
New +$794K 0.04% 190

Other funds holding IDEF

JFS Wealth Advisors's IDEF Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 18% in Q2 2026, buying an estimated $132K and bringing the position to 26,795 shares worth $852K. The position accounts for 0.04% of the portfolio, ranked #188.

JFS Wealth Advisors 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.

  • JFS Wealth Advisors held 26,795 shares of iShares Defense Industrials Active ETF worth $852K as of Q2 2026.
  • JFS Wealth Advisors bought 3,992 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $132K.
  • iShares Defense Industrials Active ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • JFS Wealth Advisors 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 JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.