RWA
IDEF

Resolute Wealth Advisor’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Resolute Wealth Advisor’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
Q1 		$3.01M Buy
+92,066
New +$3.21M 1.71% 19
2025
Q2 		$3.01M Buy
+92,066
New +$2.45M 1.71% 19

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Resolute Wealth Advisor's IDEF Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q1 2026: 92,066 shares worth $3.01M. The stake represents 1.71% of the portfolio and ranks #19 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in IDEF as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in IDEF in Q2 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

  • Resolute Wealth Advisor held 92,066 shares of iShares Defense Industrials Active ETF worth $3.01M as of Q1 2026.
  • iShares Defense Industrials Active ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares Defense Industrials Active ETF made up 1.71% of Resolute Wealth Advisor's portfolio in Q1 2026, its #19 holding.
  • Resolute Wealth Advisor first reported a position in iShares Defense Industrials Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.