Private Advisor Group’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Private Advisor Group’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	$4.93M	Buy	155,171 +79,393	+105%	+$2.63M	0.02%	634
2026 Q1	$2.48M	Buy	+75,778	New	+$2.64M	0.01%	954

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 $1.89T 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 19.34% 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

Private Advisor Group's IDEF Position: Q2 2026 in Review

Private Advisor Group increased its iShares Defense Industrials Active ETF (IDEF) stake by 105% in Q2 2026, buying an estimated $2.63M and bringing the position to 155,171 shares worth $4.93M. The position accounts for 0.02% of the portfolio, ranked #634.

Private Advisor Group 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.

Private Advisor Group held 155,171 shares of iShares Defense Industrials Active ETF worth $4.93M as of Q2 2026.
Private Advisor Group bought 79,393 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $2.63M.
iShares Defense Industrials Active ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #634 holding.
Private Advisor Group 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.