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Pinnacle Financial Partners (Georgia)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$940K Sell
3,878
-458
-11% -$104K 0.01% 670
2026
Q1 		$949K Buy
4,336
+1,311
+43% +$307K 0.01% 624
2025
Q4 		$650K Buy
+3,025
New +$633K ﹤0.01% 723

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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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s ITA Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its iShares US Aerospace & Defense ETF (ITA) stake by 11% in Q2 2026, selling an estimated $104K and leaving 3,878 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #670.

Pinnacle Financial Partners (Georgia) first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. The position peaked at $949K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 3,878 shares of iShares US Aerospace & Defense ETF worth $940K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 458 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $104K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #670 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s iShares US Aerospace & Defense ETF position peaked at $949K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.