Wealth Enhancement Advisory Services
IDEF

Wealth Enhancement Advisory Services’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.34M Buy
198,230
+22,383
+13% +$740K 0.01% 876
2026
Q1 		$5.96M Buy
+175,847
New +$6.12M 0.01% 818

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
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
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Wealth Enhancement Advisory Services's IDEF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Defense Industrials Active ETF (IDEF) stake by 13% in Q2 2026, buying an estimated $740K and bringing the position to 198,230 shares worth $6.34M. The position accounts for 0.01% of the portfolio, ranked #876.

Wealth Enhancement Advisory Services first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 198,230 shares of iShares Defense Industrials Active ETF worth $6.34M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,383 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $740K.
  • iShares Defense Industrials Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #876 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.