Sigma Planning Corp’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
$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

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

Sigma Planning Corp increased its iShares Defense Industrials 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. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Sigma Planning Corp held 190,399 shares of iShares Defense Industrials Active ETF worth $6.05M as of Q2 2026.
  • Sigma Planning Corp bought 697 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $23K.
  • iShares Defense Industrials 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 iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Sigma Planning Corp's iShares Defense Industrials Active ETF position peaked at $6.21M in Q1 2026.
  • 277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.