Leigh Baldwin & Co’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Leigh Baldwin & Co’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	$964K	Buy	30,347 +10,962	+57%	+$362K	0.52%	45
2026 Q1	$634K	Buy	+19,385	New	+$675K	0.41%	59

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Leigh Baldwin & Co's IDEF Position: Q2 2026 in Review

Leigh Baldwin & Co increased its iShares Defense Industrials Active ETF (IDEF) stake by 57% in Q2 2026, buying an estimated $362K and bringing the position to 30,347 shares worth $964K. The position accounts for 0.52% of the portfolio, ranked #45.

Leigh Baldwin & Co 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.

Leigh Baldwin & Co held 30,347 shares of iShares Defense Industrials Active ETF worth $964K as of Q2 2026.
Leigh Baldwin & Co bought 10,962 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $362K.
iShares Defense Industrials Active ETF made up 0.52% of Leigh Baldwin & Co's portfolio in Q2 2026, its #45 holding.
Leigh Baldwin & Co 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 Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.