RFP
IDEF

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

Root Financial Partners’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 		– Sell
-61
Closed -$2K – 3426
2026
Q1 		$2K Buy
+61
New +$2.12K ﹤0.01% 2323

Other funds holding IDEF

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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

Root Financial Partners's IDEF Position: Q2 2026 in Review

Root Financial Partners sold out of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) in Q2 2026, closing a stake of 61 shares — an estimated $2K sold.

Root Financial Partners first reported a position in IDEF in Q1 2026 and held it in 1 quarter. The position peaked at $2K in Q1 2026. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Root Financial Partners reported no remaining BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 61 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $2K.
  • Root Financial Partners first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $2K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.