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

LifeSteps Financial’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	$72K	Buy	+2,265	New	+$74.9K	0.03%	181

Other funds holding IDEF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

LifeSteps Financial's IDEF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 2,265 shares worth $72K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings.

116 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

LifeSteps Financial held 2,265 shares of iShares Defense Industrials Active ETF worth $72K as of Q2 2026.
iShares Defense Industrials Active ETF was a new LifeSteps Financial position in Q2 2026.
iShares Defense Industrials Active ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #181 holding.
116 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.