Peapack-Gladstone Financial Corp’s iShares US Insurance ETF IAK Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,295	Closed	-$204K	–	717
2023 Q1	$204K	Sell	2,295 -110	-5%	-$9.99K	﹤0.01%	650
2022 Q4	$220K	Sell	2,405 -1,235	-34%	-$110K	﹤0.01%	600
2022 Q3	$288K	Buy	+3,640	New	+$303K	0.01%	552

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Peapack-Gladstone Financial Corp's IAK Position: Q2 2023 in Review

Peapack-Gladstone Financial Corp sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 2,295 shares — an estimated $204K sold.

Peapack-Gladstone Financial Corp first reported a position in IAK in Q3 2022 and held it in 3 quarters. The position peaked at $288K in Q3 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

Peapack-Gladstone Financial Corp reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 2,295 iShares US Insurance ETF shares in Q2 2023, an estimated $204K.
Peapack-Gladstone Financial Corp first reported a position in iShares US Insurance ETF in Q3 2022 and held it in 3 quarters.
Peapack-Gladstone Financial Corp's iShares US Insurance ETF position peaked at $288K in Q3 2022.
81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2023, filed 14 Aug 2023.