W Advisors LLC’s iShares Defense Industrials Active ETF IDEF Stock Holding History

W Advisors LLC’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 Q1	$696K	Buy	+21,259	New	+$740K	0.36%	61

Other funds holding IDEF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

W Advisors LLC's IDEF Position: Q1 2026 in Review

W Advisors LLC opened a new position in iShares Defense Industrials Active ETF (IDEF) in Q1 2026: 21,259 shares worth $696K. The stake represents 0.36% of the portfolio and ranks #61 among its holdings.

219 funds tracked by Wall St. Rank hold IDEF as of Q1 2026.

W Advisors LLC held 21,259 shares of iShares Defense Industrials Active ETF worth $696K as of Q1 2026.
iShares Defense Industrials Active ETF was a new W Advisors LLC position in Q1 2026.
iShares Defense Industrials Active ETF made up 0.36% of W Advisors LLC's portfolio in Q1 2026, its #61 holding.
219 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.