Peapack-Gladstone Financial Corp’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$557K	Sell	4,860 -50	-1%	-$5.72K	0.01%	492
2026 Q1	$570K	Hold	4,910	–	–	0.01%	474
2025 Q4	$532K	Sell	4,910 -400	-8%	-$44.7K	0.01%	483
2025 Q3	$589K	Hold	5,310	–	–	0.01%	477
2025 Q2	$555K	Sell	5,310 -100	-2%	-$10.2K	0.01%	467
2025 Q1	$549K	Sell	5,410 -125	-2%	-$12.5K	0.01%	469
2024 Q4	$533K	Sell	5,535 -200	-3%	-$20.2K	0.01%	472
2024 Q3	$585K	Hold	5,735	–	–	0.01%	464
2024 Q2	$504K	Hold	5,735	–	–	0.01%	472
2024 Q1	$485K	Sell	5,735 -55	-0.9%	-$4.38K	0.01%	486
2023 Q4	$463K	Sell	5,790 -200	-3%	-$15.3K	0.01%	490
2023 Q3	$441K	Buy	5,990 +168	+3%	+$13.5K	0.01%	498
2023 Q2	$476K	Sell	5,822 -49	-0.8%	-$4.08K	0.01%	491
2023 Q1	$518K	Hold	5,871	–	–	0.01%	479
2022 Q4	$508K	Hold	5,871	–	–	0.01%	455
2022 Q3	$476K	Buy	+5,871	New	+$528K	0.01%	461

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares US Utilities ETF (IDU) stake by 1% in Q2 2026, selling an estimated $5.72K and leaving 4,860 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #492.

Peapack-Gladstone Financial Corp first reported a position in IDU in Q3 2022 and has held it in 16 quarters since. The position peaked at $589K in Q3 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Peapack-Gladstone Financial Corp held 4,860 shares of iShares US Utilities ETF worth $557K as of Q2 2026.
Peapack-Gladstone Financial Corp sold 50 iShares US Utilities ETF shares in Q2 2026, an estimated $5.72K.
iShares US Utilities ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #492 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares US Utilities ETF in Q3 2022 and has held it in 16 quarters since.
Peapack-Gladstone Financial Corp's iShares US Utilities ETF position peaked at $589K in Q3 2025.
288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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