VIP
IDEF

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

Vista Investment Partners’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 		$414K Sell
13,025
-2,925
-18% -$96.7K 0.1% 125
2026
Q1 		$522K Buy
+15,950
New +$555K 0.14% 115

Other funds holding IDEF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Vista Investment Partners's IDEF Position: Q2 2026 in Review

Vista Investment Partners reduced its iShares Defense Industrials Active ETF (IDEF) stake by 18% in Q2 2026, selling an estimated $96.7K and leaving 13,025 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #125.

Vista Investment Partners first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $522K in Q1 2026. 84 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Vista Investment Partners held 13,025 shares of iShares Defense Industrials Active ETF worth $414K as of Q2 2026.
  • Vista Investment Partners sold 2,925 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $96.7K.
  • iShares Defense Industrials Active ETF made up 0.1% of Vista Investment Partners's portfolio in Q2 2026, its #125 holding.
  • Vista Investment Partners first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Vista Investment Partners's iShares Defense Industrials Active ETF position peaked at $522K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.