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Peapack-Gladstone Financial Corp’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Hold
1,958
– – 0.01% 516
2026
Q1 		$428K Buy
1,958
+63
+3% +$14.7K 0.01% 524
2025
Q4 		$407K Buy
1,895
+100
+6% +$20.9K 0.01% 531
2025
Q3 		$376K Buy
1,795
+640
+55% +$126K ﹤0.01% 546
2025
Q2 		$218K Buy
+1,155
New +$192K ﹤0.01% 623

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peapack-Gladstone Financial Corp's ITA Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 1,958 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #516.

Peapack-Gladstone Financial Corp first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 1,958 shares of iShares US Aerospace & Defense ETF worth $475K as of Q2 2026.
  • Peapack-Gladstone Financial Corp left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #516 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.