KCM
IDEF

Key Capital Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Key Capital Management’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 		$15.9K Buy
500
+132
+36% +$4.37K 0.01% 279
2026
Q1 		$12K Buy
+368
New +$12.8K 0.01% 299

Other funds holding IDEF

Envestnet Asset Management
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $44.6B AUM 28.94% 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

Key Capital Management's IDEF Position: Q2 2026 in Review

Key Capital Management increased its iShares Defense Industrials Active ETF (IDEF) stake by 36% in Q2 2026, buying an estimated $4.37K and bringing the position to 500 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #279.

Key Capital Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Key Capital Management held 500 shares of iShares Defense Industrials Active ETF worth $15.9K as of Q2 2026.
  • Key Capital Management bought 132 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $4.37K.
  • iShares Defense Industrials Active ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #279 holding.
  • Key Capital Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.