Steward Partners Investment Advisory’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Steward Partners Investment Advisory’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	$6.84M	Buy	215,149 +133,167	+162%	+$4.4M	0.03%	458
2026 Q1	$2.68M	Buy	+81,982	New	+$2.85M	0.01%	739

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Steward Partners Investment Advisory's IDEF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Defense Industrials Active ETF (IDEF) stake by 162% in Q2 2026, buying an estimated $4.4M and bringing the position to 215,149 shares worth $6.84M. The position accounts for 0.03% of the portfolio, ranked #458.

Steward Partners Investment Advisory 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.

Steward Partners Investment Advisory held 215,149 shares of iShares Defense Industrials Active ETF worth $6.84M as of Q2 2026.
Steward Partners Investment Advisory bought 133,167 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $4.4M.
iShares Defense Industrials Active ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #458 holding.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.