RWS
IDEF

Retirement Wealth Solutions’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Retirement Wealth Solutions’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 		$1.36M Buy
42,815
+6,663
+18% +$220K 0.75% 27
2026
Q1 		$1.18M Buy
+36,152
New +$1.26M 0.75% 28

Other funds holding IDEF

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Retirement Wealth Solutions's IDEF Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Defense Industrials Active ETF (IDEF) stake by 18% in Q2 2026, buying an estimated $220K and bringing the position to 42,815 shares worth $1.36M. The position accounts for 0.75% of the portfolio, ranked #27.

Retirement Wealth Solutions first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Retirement Wealth Solutions held 42,815 shares of iShares Defense Industrials Active ETF worth $1.36M as of Q2 2026.
  • Retirement Wealth Solutions bought 6,663 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $220K.
  • iShares Defense Industrials Active ETF made up 0.75% of Retirement Wealth Solutions's portfolio in Q2 2026, its #27 holding.
  • Retirement Wealth Solutions first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.