Peapack-Gladstone Financial Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$670K	Sell	4,076 -27	-0.7%	-$4.29K	0.01%	462
2026 Q1	$584K	Hold	4,103	–	–	0.01%	470
2025 Q4	$610K	Hold	4,103	–	–	0.01%	465
2025 Q3	$598K	Hold	4,103	–	–	0.01%	476
2025 Q2	$554K	Hold	4,103	–	–	0.01%	468
2025 Q1	$501K	Buy	4,103 +260	+7%	+$33.5K	0.01%	479
2024 Q4	$495K	Buy	3,843 +294	+8%	+$38.1K	0.01%	482
2024 Q3	$446K	Hold	3,549	–	–	0.01%	504
2024 Q2	$422K	Sell	3,549 -73	-2%	-$8.38K	0.01%	500
2024 Q1	$418K	Buy	3,622 +7	+0.2%	+$768	0.01%	513
2023 Q4	$381K	Hold	3,615	–	–	0.01%	528
2023 Q3	$341K	Sell	3,615 -79	-2%	-$7.76K	0.01%	537
2023 Q2	$361K	Sell	3,694 -269	-7%	-$24.9K	0.01%	533
2023 Q1	$358K	Buy	3,963 +275	+7%	+$24.4K	0.01%	533
2022 Q4	$313K	Sell	3,688 -152	-4%	-$13K	0.01%	534
2022 Q3	$306K	Buy	+3,840	New	+$340K	0.01%	542
2022 Q2	–	Sell	-2,346	Closed	-$237K	–	675
2022 Q1	$237K	Sell	2,346 -3,205	-58%	-$320K	﹤0.01%	605
2021 Q4	$593K	Buy	5,551 +2,938	+112%	+$307K	0.01%	441
2021 Q3	$257K	Buy	2,613 +62	+2%	+$6.27K	0.01%	578
2021 Q2	$252K	Hold	2,551	–	–	0.01%	550
2021 Q1	$234K	Sell	2,551 -2,634	-51%	-$236K	0.01%	534
2020 Q4	$447K	Buy	+5,185	New	+$420K	0.01%	312

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.66% in Q2 2026, selling an estimated $4.29K and leaving 4,076 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #462.

Peapack-Gladstone Financial Corp first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Peapack-Gladstone Financial Corp held 4,076 shares of iShares Core S&P Total US Stock Market ETF worth $670K as of Q2 2026.
Peapack-Gladstone Financial Corp sold 27 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $4.29K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #462 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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