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

OneDigital 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 		$506K Sell
15,921
-10,237
-39% -$338K ﹤0.01% 1031
2026
Q1 		$856K Buy
+26,158
New +$911K 0.01% 740

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Park Avenue Securities
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneDigital Investment Advisors's IDEF Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 39% in Q2 2026, selling an estimated $338K and leaving 15,921 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

OneDigital Investment Advisors first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $856K in Q1 2026. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • OneDigital Investment Advisors held 15,921 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $506K as of Q2 2026.
  • OneDigital Investment Advisors sold 10,237 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $338K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1031 holding.
  • OneDigital 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.
  • OneDigital Investment Advisors's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $856K 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.