W Advisors LLC’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
$703K Buy
22,135
+876
+4% +$29K 0.32% 66
2026
Q1
$696K Buy
+21,259
New +$740K 0.36% 61

Other funds holding IDEF

W Advisors LLC's IDEF Position: Q2 2026 in Review

W Advisors LLC increased its iShares Defense Industrials Active ETF (IDEF) stake by 4.1% in Q2 2026, buying an estimated $29K and bringing the position to 22,135 shares worth $703K. The position accounts for 0.32% of the portfolio, ranked #66.

W Advisors LLC first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • W Advisors LLC held 22,135 shares of iShares Defense Industrials Active ETF worth $703K as of Q2 2026.
  • W Advisors LLC bought 876 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $29K.
  • iShares Defense Industrials Active ETF made up 0.32% of W Advisors LLC's portfolio in Q2 2026, its #66 holding.
  • W Advisors LLC first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.