U.S. Capital Wealth Advisors’s iShares Defense Industrials Active ETF IDEF Stock Holding History
Bought
Maintained
Sold
Other funds holding IDEF
FIA
U.S. Capital Wealth Advisors's IDEF Position: Q1 2026 in Review
U.S. Capital Wealth Advisors increased its iShares Defense Industrials Active ETF (IDEF) stake by 211% in Q1 2026, buying an estimated $554K and bringing the position to 23,422 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #578.
U.S. Capital Wealth Advisors first reported a position in IDEF in Q4 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.
- U.S. Capital Wealth Advisors held 23,422 shares of iShares Defense Industrials Active ETF worth $766K as of Q1 2026.
- U.S. Capital Wealth Advisors bought 15,896 iShares Defense Industrials Active ETF shares in Q1 2026, an estimated $554K.
- iShares Defense Industrials Active ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #578 holding.
- U.S. Capital Wealth Advisors first reported a position in iShares Defense Industrials Active ETF in Q4 2025 and has held it in 2 quarters since.
- 219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.
Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.