Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Legacy Financial Group (Iowa)’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 		$7.43M Buy
233,931
+54,103
+30% +$1.79M 0.84% 31
2026
Q1 		$5.88M Buy
+179,828
New +$6.26M 0.74% 35

Other funds holding IDEF

Envestnet Asset Management
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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Financial Group (Iowa)'s IDEF Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 30% in Q2 2026, buying an estimated $1.79M and bringing the position to 233,931 shares worth $7.43M. The position accounts for 0.84% of the portfolio, ranked #31.

Legacy Financial Group (Iowa) 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.

  • Legacy Financial Group (Iowa) held 233,931 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $7.43M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 54,103 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $1.79M.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.84% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #31 holding.
  • Legacy Financial Group (Iowa) 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 Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.