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SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF)

View original at fool.com
Motley Fool - Stock Analysis Title: SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF) Date: 2026-04-09 02:18 Source: https://www.fool.com/coverage/filings/2026/04/08/shj-wealth-advisors-opens-usd10-million-position-in-ishares-defense-industrials-active-etf-idef/?source=iedf…
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  • SHJ Wealth Advisors reported a new holding of 311,318 shares in iShares Defense Industrials Active ETF

    60% confidence

  • The iShares Defense Industrials Active ETF (IDEF) has delivered total returns of 35% since its debut in May 2025, doubling the S&P 500's returns over the same time

    60% confidence

  • The new IDEF position represents 1.37% of SHJ's 13F reportable assets under management

    60% confidence

  • The iShares Defense Industrials Active ETF has delivered total returns of 35% since its May 2025 debut, doubling the S&P 500's returns over the same period

    60% confidence
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Broadcom Inc.
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SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF) — Source | Via News | ViaNews Market