Root Financial Partners’s iShares Defense Industrials 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 Q1	$2K	Buy	+61	New	+$2.12K	﹤0.01%	2323

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Root Financial Partners's IDEF Position: Q1 2026 in Review

Root Financial Partners opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q1 2026: 61 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2323 among its holdings.

219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

Root Financial Partners held 61 shares of iShares Defense Industrials Active ETF worth $2K as of Q1 2026.
iShares Defense Industrials Active ETF was a new Root Financial Partners position in Q1 2026.
iShares Defense Industrials Active ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2323 holding.
219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.