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 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp held its iShares US Utilities ETF (IDU) position steady in Q1 2026 at 4,910 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #474.

Peapack-Gladstone Financial Corp first reported a position in IDU in Q3 2022 and has held it in 15 quarters since. The position peaked at $589K in Q3 2025. 300 funds tracked by Wall St. Rank hold IDU as of Q1 2026.

Peapack-Gladstone Financial Corp held 4,910 shares of iShares US Utilities ETF worth $570K as of Q1 2026.
Peapack-Gladstone Financial Corp left its iShares US Utilities ETF share count unchanged in Q1 2026.
iShares US Utilities ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #474 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares US Utilities ETF in Q3 2022 and has held it in 15 quarters since.
Peapack-Gladstone Financial Corp's iShares US Utilities ETF position peaked at $589K in Q3 2025.
300 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2026.

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