Mount Yale Investment Advisors’s iShares Defense Industrials 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 Q1	$3.16M	Buy	+96,522	New	+$3.36M	0.07%	271

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 $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Mount Yale Investment Advisors's IDEF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q1 2026: 96,522 shares worth $3.16M. The stake represents 0.07% of the portfolio and ranks #271 among its holdings.

219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

Mount Yale Investment Advisors held 96,522 shares of iShares Defense Industrials Active ETF worth $3.16M as of Q1 2026.
iShares Defense Industrials Active ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Defense Industrials Active ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #271 holding.
219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.