SEIA
IDEF

Signature Estate & Investment Advisors’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Signature Estate & Investment Advisors’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 		$688K Buy
21,637
+6,133
+40% +$203K 0.01% 370
2026
Q1 		$507K Buy
+15,504
New +$540K 0.01% 416

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Signature Estate & Investment Advisors's IDEF Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 40% in Q2 2026, buying an estimated $203K and bringing the position to 21,637 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #370.

Signature Estate & Investment Advisors 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.

  • Signature Estate & Investment Advisors held 21,637 shares of iShares Defense Industrials Active ETF worth $688K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 6,133 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $203K.
  • iShares Defense Industrials Active ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #370 holding.
  • Signature Estate & Investment Advisors 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 Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.