Merkkuri Wealth Advisors’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Merkkuri Wealth Advisors’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	-124	Closed	-$4.06K	–	385
2026 Q1	$4.06K	Buy	+124	New	+$4.32K	﹤0.01%	279

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

Merkkuri Wealth Advisors's IDEF Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q2 2026, closing a stake of 124 shares — an estimated $4.06K sold.

Merkkuri Wealth Advisors first reported a position in IDEF in Q1 2026 and held it in 1 quarter. The position peaked at $4.06K in Q1 2026. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 124 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $4.06K.
Merkkuri Wealth Advisors first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and held it in 1 quarter.
Merkkuri Wealth Advisors's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $4.06K 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 Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.