RSWM
IDEF

Robertson Stephens Wealth Management’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Robertson Stephens Wealth Management’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 		$206K Buy
+6,496
New +$215K 0.01% 614

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
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
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

Robertson Stephens Wealth Management's IDEF Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q2 2026: 6,496 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings.

266 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,496 shares of iShares Defense Industrials Active ETF worth $206K as of Q2 2026.
  • iShares Defense Industrials Active ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
  • iShares Defense Industrials Active ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #614 holding.
  • 266 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.