Western Wealth Management’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
$1.98M Buy
62,442
+28,911
+86% +$956K 0.06% 302
2026
Q1
$1.1M Buy
+33,531
New +$1.17M 0.04% 418

Other funds holding IDEF

Western Wealth Management's IDEF Position: Q2 2026 in Review

Western Wealth Management increased its iShares Defense Industrials Active ETF (IDEF) stake by 86% in Q2 2026, buying an estimated $956K and bringing the position to 62,442 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #302.

Western Wealth Management first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Western Wealth Management held 62,442 shares of iShares Defense Industrials Active ETF worth $1.98M as of Q2 2026.
  • Western Wealth Management bought 28,911 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $956K.
  • iShares Defense Industrials Active ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Western Wealth Management first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.