P
IDEF

&Partners’s iShares Defense Industrials Active ETF IDEF Stock Holding History

&Partners’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 		$9.71M Buy
303,824
+127,788
+73% +$4.23M 0.04% 388
2026
Q1 		$5.76M Buy
+176,036
New +$6.13M 0.03% 482

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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

&Partners's IDEF Position: Q2 2026 in Review

&Partners increased its iShares Defense Industrials Active ETF (IDEF) stake by 73% in Q2 2026, buying an estimated $4.23M and bringing the position to 303,824 shares worth $9.71M. The position accounts for 0.04% of the portfolio, ranked #388.

&Partners first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • &Partners held 303,824 shares of iShares Defense Industrials Active ETF worth $9.71M as of Q2 2026.
  • &Partners bought 127,788 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $4.23M.
  • iShares Defense Industrials Active ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #388 holding.
  • &Partners first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.