Sigma Planning Corp’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Sigma Planning Corp’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	$6.05M	Buy	190,399 +697	+0.4%	+$23K	0.15%	141
2026 Q1	$6.21M	Buy	+189,702	New	+$6.61M	0.17%	117

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sigma Planning Corp's IDEF Position: Q2 2026 in Review

Sigma Planning Corp increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 0.37% in Q2 2026, buying an estimated $23K and bringing the position to 190,399 shares worth $6.05M. The position accounts for 0.15% of the portfolio, ranked #141.

Sigma Planning Corp first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.21M in Q1 2026. 278 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

Sigma Planning Corp held 190,399 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $6.05M as of Q2 2026.
Sigma Planning Corp bought 697 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q2 2026, an estimated $23K.
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.15% of Sigma Planning Corp's portfolio in Q2 2026, its #141 holding.
Sigma Planning Corp first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and has held it in 2 quarters since.
Sigma Planning Corp's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $6.21M 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.