Marks Group Wealth Management’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Marks Group Wealth 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	–	Sell	-161,230	Closed	-$5.28M	–	372
2026 Q1	$5.28M	Buy	+161,230	New	+$5.61M	0.51%	76

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Marks Group Wealth Management's IDEF Position: Q2 2026 in Review

Marks Group Wealth Management sold out of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q2 2026, closing a stake of 161,230 shares — an estimated $5.28M sold.

Marks Group Wealth Management first reported a position in IDEF in Q1 2026 and held it in 1 quarter. The position peaked at $5.28M in Q1 2026. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Marks Group Wealth Management reported no remaining BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
Marks Group Wealth Management sold 161,230 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $5.28M.
Marks Group Wealth Management first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and held it in 1 quarter.
Marks Group Wealth Management's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $5.28M in Q1 2026.
278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.