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RCS Financial Planning’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

RCS Financial Planning’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 		$243K Buy
7,658
+331
+5% +$10.9K 0.12% 99
2026
Q1 		$240K Buy
+7,327
New +$255K 0.12% 94

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

RCS Financial Planning's IDEF Position: Q2 2026 in Review

RCS Financial Planning increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 4.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 7,658 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #99.

RCS Financial Planning first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • RCS Financial Planning held 7,658 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $243K as of Q2 2026.
  • RCS Financial Planning bought 331 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $10.9K.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.12% of RCS Financial Planning's portfolio in Q2 2026, its #99 holding.
  • RCS Financial Planning 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.
  • 278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.