WBG
IDEF

Wharton Business Group’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Wharton Business Group’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 		$27.5M Buy
865,845
+61,228
+8% +$2.02M 0.92% 28
2026
Q1 		$27.1M Buy
+804,617
New +$28M 1.03% 26

Other funds holding IDEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wharton Business Group's IDEF Position: Q2 2026 in Review

Wharton Business Group increased its iShares Defense Industrials Active ETF (IDEF) stake by 7.6% in Q2 2026, buying an estimated $2.02M and bringing the position to 865,845 shares worth $27.5M. The position accounts for 0.92% of the portfolio, ranked #28.

Wharton Business Group first reported a position in IDEF in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Wharton Business Group held 865,845 shares of iShares Defense Industrials Active ETF worth $27.5M as of Q2 2026.
  • Wharton Business Group bought 61,228 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $2.02M.
  • iShares Defense Industrials Active ETF made up 0.92% of Wharton Business Group's portfolio in Q2 2026, its #28 holding.
  • Wharton Business Group first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.