Peapack-Gladstone Financial Corp’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.81M	Buy	71,809 +4,145	+6%	+$535K	0.11%	173
2026 Q1	$8.02M	Buy	67,664 +3,834	+6%	+$463K	0.1%	180
2025 Q4	$7.26M	Buy	63,830 +6,049	+10%	+$678K	0.09%	196
2025 Q3	$6.39M	Buy	57,781 +2,127	+4%	+$226K	0.08%	205
2025 Q2	$5.54M	Buy	55,654 +3,566	+7%	+$337K	0.08%	216
2025 Q1	$5.08M	Buy	52,088 +920	+2%	+$97.1K	0.08%	219
2024 Q4	$5.56M	Buy	51,168 +1,659	+3%	+$184K	0.08%	203
2024 Q3	$5.33M	Buy	49,509 +2,885	+6%	+$300K	0.08%	215
2024 Q2	$4.54M	Buy	46,624 +10,537	+29%	+$1.04M	0.07%	226
2024 Q1	$3.71M	Buy	36,087 +8,150	+29%	+$809K	0.06%	251
2023 Q4	$2.88M	Sell	27,937 -300	-1%	-$27.3K	0.05%	265
2023 Q3	$2.52M	Buy	28,237 +5,340	+23%	+$509K	0.05%	275
2023 Q2	$2.18M	Buy	22,897 +1,609	+8%	+$147K	0.04%	295
2023 Q1	$1.99M	Sell	21,288 -420	-2%	-$41K	0.04%	301
2022 Q4	$1.98M	Buy	21,708 +13,270	+157%	+$1.22M	0.04%	298
2022 Q3	$696K	Hold	8,438	–	–	0.01%	409
2022 Q2	$751K	Hold	8,438	–	–	0.02%	389
2022 Q1	$864K	Hold	8,438	–	–	0.02%	389
2021 Q4	$882K	Sell	8,438 -25	-0.3%	-$2.62K	0.02%	403
2021 Q3	$852K	Hold	8,463	–	–	0.02%	390
2021 Q2	$892K	Sell	8,463 -720	-8%	-$75.3K	0.02%	351
2021 Q1	$925K	Sell	9,183 -225	-2%	-$21.3K	0.02%	330
2020 Q4	$765K	Sell	9,408 -40	-0.4%	-$2.91K	0.02%	270
2020 Q3	$578K	Hold	9,448	–	–	0.02%	270
2020 Q2	$568K	Sell	9,448 -1,828	-16%	-$102K	0.02%	265
2020 Q1	$563K	Buy	11,276 +190	+2%	+$13.2K	0.03%	260
2019 Q4	$891K	Sell	11,086 -178	-2%	-$13.8K	0.04%	206
2019 Q3	$846K	Sell	11,264 -50	-0.4%	-$3.67K	0.04%	208
2019 Q2	$841K	Hold	11,314	–	–	0.04%	213
2019 Q1	$835K	Hold	11,314	–	–	0.04%	200
2018 Q4	$746K	Buy	11,314 +200	+2%	+$14.8K	0.04%	198
2018 Q3	$928K	Hold	11,114	–	–	0.05%	194
2018 Q2	$907K	Hold	11,114	–	–	0.05%	185
2018 Q1	$838K	Hold	11,114	–	–	0.05%	187
2017 Q4	$853K	Sell	11,114 -700	-6%	-$52.7K	0.05%	188
2017 Q3	$876K	Buy	11,814 +1,036	+10%	+$72.3K	0.05%	182
2017 Q2	$753K	Buy	10,778 +270	+3%	+$18.7K	0.05%	191
2017 Q1	$728K	Buy	10,508 +684	+7%	+$47.6K	0.04%	190
2016 Q4	$688K	Sell	9,824 -40	-0.4%	-$2.62K	0.04%	186
2016 Q3	$616K	Sell	9,864 -300	-3%	-$18.4K	0.04%	189
2016 Q2	$594K	Buy	10,164 +64	+0.6%	+$3.67K	0.04%	195
2016 Q1	$572K	Sell	10,100 -2,390	-19%	-$124K	0.04%	194
2015 Q4	$675K	Buy	12,490 +2,376	+23%	+$132K	0.05%	185
2015 Q3	$530K	Hold	10,114	–	–	0.04%	199
2015 Q2	$596K	Hold	10,114	–	–	0.04%	193
2015 Q1	$601K	Hold	10,114	–	–	0.04%	196
2014 Q4	$596K	Hold	10,114	–	–	0.04%	196
2014 Q3	$543K	Hold	10,114	–	–	0.04%	196
2014 Q2	$584K	Sell	10,114 -500	-5%	-$28K	0.04%	191
2014 Q1	$602K	Hold	10,614	–	–	0.05%	185
2013 Q4	$590K	Hold	10,614	–	–	0.05%	186
2013 Q3	$542K	Hold	10,614	–	–	0.05%	187
2013 Q2	$496K	Buy	+10,614	New	+$487K	0.05%	194

Other funds holding IJS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 6.1% in Q2 2026, buying an estimated $535K and bringing the position to 71,809 shares worth $9.81M. The position accounts for 0.11% of the portfolio, ranked #173.

Peapack-Gladstone Financial Corp first reported a position in IJS in Q2 2013 and has held it in 53 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Peapack-Gladstone Financial Corp held 71,809 shares of iShares S&P Small-Cap 600 Value ETF worth $9.81M as of Q2 2026.
Peapack-Gladstone Financial Corp bought 4,145 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $535K.
iShares S&P Small-Cap 600 Value ETF made up 0.11% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #173 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 53 quarters since.
881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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