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

Apr 09, 2026 02:38 UTC

Key PointsSHJ acquired 311,318 shares in a new position; estimated trade size $10.19 million based on quarterly average price..

  • April 08, 2026 — 10:38 pm EDT Written byJosh Kohn-LindquistforThe Motley Fool-> SHJ acquired 311,318 shares in a new position; estimated trade size $10
  • 19 million based on quarterly average price
  • Quarter-end position value increased by $10

April 08, 2026 — 10:38 pm EDT Written byJosh Kohn-LindquistforThe Motley Fool-> SHJ acquired 311,318 shares in a new position; estimated trade size $10.19 million based on quarterly average price. Quarter-end position value increased by $10.19 million, reflecting both the stake purchase and relevant price changes. The position represents a 1.37% increase in the fund’s 13F reportable assets under management. Post-trade, the fund holds 311,318 shares valued at $10.19 million. IDEF enters the portfolio but is not among Sharkey, Howes & Javer's top five holdings by value. According to aSEC filingd

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