Mount Yale Investment Advisors’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Mount Yale Investment 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	$3.55M	Buy	111,562 +15,040	+16%	+$497K	0.07%	283
2026 Q1	$3.16M	Buy	+96,522	New	+$3.36M	0.07%	271

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

Mount Yale Investment Advisors's IDEF Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 16% in Q2 2026, buying an estimated $497K and bringing the position to 111,562 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #283.

Mount Yale Investment Advisors 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.

Mount Yale Investment Advisors held 111,562 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $3.55M as of Q2 2026.
Mount Yale Investment Advisors bought 15,040 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $497K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #283 holding.
Mount Yale Investment Advisors 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.