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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peapack-Gladstone Financial Corp's ITA Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.3% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,958 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #524.

Peapack-Gladstone Financial Corp first reported a position in ITA in Q2 2025 and has held it in 4 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 1,958 shares of iShares US Aerospace & Defense ETF worth $428K as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 63 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $14.7K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #524 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.