KFS
IDEF

Kelly Financial Services’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Kelly Financial Services’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 		$257K Buy
8,088
+878
+12% +$29K 0.06% 118
2026
Q1 		$236K Buy
+7,210
New +$251K 0.06% 115

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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Kelly Financial Services's IDEF Position: Q2 2026 in Review

Kelly Financial Services increased its iShares Defense Industrials Active ETF (IDEF) stake by 12% in Q2 2026, buying an estimated $29K and bringing the position to 8,088 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #118.

Kelly Financial Services first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Kelly Financial Services held 8,088 shares of iShares Defense Industrials Active ETF worth $257K as of Q2 2026.
  • Kelly Financial Services bought 878 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $29K.
  • iShares Defense Industrials Active ETF made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #118 holding.
  • Kelly Financial Services first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.