Twin Peaks Wealth Advisors’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
$4.29M Buy
135,051
+26,091
+24% +$863K 0.97% 30
2026
Q1
$3.57M Buy
+108,960
New +$3.79M 0.9% 32

Other funds holding IDEF

Twin Peaks Wealth Advisors's IDEF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 24% in Q2 2026, buying an estimated $863K and bringing the position to 135,051 shares worth $4.29M. The position accounts for 0.97% of the portfolio, ranked #30.

Twin Peaks Wealth 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.

  • Twin Peaks Wealth Advisors held 135,051 shares of iShares Defense Industrials Active ETF worth $4.29M as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 26,091 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $863K.
  • iShares Defense Industrials Active ETF made up 0.97% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Twin Peaks Wealth 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 Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.