JFS Wealth Advisors’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

JFS Wealth 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	$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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

JFS Wealth Advisors increased its BlackRock ETF Trust iShares Defense Industrials and Tech 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. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

JFS Wealth Advisors held 26,795 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $852K as of Q2 2026.
JFS Wealth Advisors bought 3,992 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $132K.
BlackRock ETF Trust iShares Defense Industrials and Tech 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 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and has held it in 2 quarters since.
278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.