PIA
IDEF

Polaris Investment Advisors’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Polaris 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 		$2.67M Buy
84,002
+50,262
+149% +$1.66M 1.71% 16
2026
Q1 		$1.1M Buy
+33,740
New +$1.17M 0.8% 29

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Polaris Investment Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 149% in Q2 2026, buying an estimated $1.66M and bringing the position to 84,002 shares worth $2.67M. The position accounts for 1.71% of the portfolio, ranked #16.

Polaris Investment Advisors first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Polaris Investment Advisors held 84,002 shares of iShares Defense Industrials Active ETF worth $2.67M as of Q2 2026.
  • Polaris Investment Advisors bought 50,262 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $1.66M.
  • iShares Defense Industrials Active ETF made up 1.71% of Polaris Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Polaris Investment Advisors first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.