Peapack-Gladstone Financial Corp’s iShares Expanded Tech Sector ETF IGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Sell	8,950 -50	-0.6%	-$7.49K	0.02%	376
2026 Q1	$1.07M	Sell	9,000 -150	-2%	-$18.9K	0.01%	396
2025 Q4	$1.18M	Hold	9,150	–	–	0.01%	386
2025 Q3	$1.15M	Hold	9,150	–	–	0.02%	395
2025 Q2	$1.03M	Sell	9,150 -150	-2%	-$14.7K	0.01%	392
2025 Q1	$843K	Hold	9,300	–	–	0.01%	410
2024 Q4	$949K	Hold	9,300	–	–	0.01%	394
2024 Q3	$893K	Hold	9,300	–	–	0.01%	407
2024 Q2	$877K	Hold	9,300	–	–	0.01%	409
2024 Q1	$802K	Hold	9,300	–	–	0.01%	420
2023 Q4	$694K	Hold	9,300	–	–	0.01%	431
2023 Q3	$592K	Hold	9,300	–	–	0.01%	446
2023 Q2	$609K	Hold	9,300	–	–	0.01%	451
2023 Q1	$487K	Hold	9,300	–	–	0.01%	488
2022 Q4	$434K	Sell	9,300 -180	-2%	-$8.63K	0.01%	485
2022 Q3	$436K	Buy	+9,480	New	+$500K	0.01%	477
2021 Q4	–	Sell	-3,000	Closed	-$202K	–	701
2021 Q3	$202K	Hold	3,000	–	–	﹤0.01%	631
2021 Q2	$202K	Sell	3,000 -450	-13%	-$28.7K	﹤0.01%	594
2021 Q1	$207K	Buy	+3,450	New	+$206K	0.01%	562

Other funds holding IGM

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares Expanded Tech Sector ETF (IGM) stake by 0.56% in Q2 2026, selling an estimated $7.49K and leaving 8,950 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #376.

Peapack-Gladstone Financial Corp first reported a position in IGM in Q1 2021 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Peapack-Gladstone Financial Corp held 8,950 shares of iShares Expanded Tech Sector ETF worth $1.46M as of Q2 2026.
Peapack-Gladstone Financial Corp sold 50 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $7.49K.
iShares Expanded Tech Sector ETF made up 0.02% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #376 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares Expanded Tech Sector ETF in Q1 2021 and has held it in 19 quarters since.
559 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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