Shared Vision Wealth Group’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.98M Buy
62,259
+2,887
+5% +$95.5K 0.68% 31
2026
Q1
$1.94M Buy
+59,372
New +$2.07M 0.79% 28

Other funds holding IDEF

Shared Vision Wealth Group's IDEF Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares Defense Industrials Active ETF (IDEF) stake by 4.9% in Q2 2026, buying an estimated $95.5K and bringing the position to 62,259 shares worth $1.98M. The position accounts for 0.68% of the portfolio, ranked #31.

Shared Vision Wealth Group first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Shared Vision Wealth Group held 62,259 shares of iShares Defense Industrials Active ETF worth $1.98M as of Q2 2026.
  • Shared Vision Wealth Group bought 2,887 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $95.5K.
  • iShares Defense Industrials Active ETF made up 0.68% of Shared Vision Wealth Group's portfolio in Q2 2026, its #31 holding.
  • Shared Vision Wealth Group first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.