Peapack-Gladstone Financial Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Sell |
116,736
-3,052
| -3% | -$367K | 0.17% | 136 |
|
|
2025
Q4 | $14.8M | Buy |
119,788
+703
| +0.6% | +$86K | 0.19% | 122 |
|
|
2025
Q3 | $14.4M | Sell |
119,085
-10,291
| -8% | -$1.18M | 0.19% | 120 |
|
|
2025
Q2 | $14.2M | Sell |
129,376
-1,307
| -1% | -$129K | 0.2% | 122 |
|
|
2025
Q1 | $12.1M | Sell |
130,683
-7,015
| -5% | -$707K | 0.18% | 131 |
|
|
2024
Q4 | $14M | Sell |
137,698
-9,856
| -7% | -$983K | 0.2% | 119 |
|
|
2024
Q3 | $14.1M | Sell |
147,554
-7,024
| -5% | -$648K | 0.2% | 122 |
|
|
2024
Q2 | $14.3M | Sell |
154,578
-3,312
| -2% | -$286K | 0.22% | 110 |
|
|
2024
Q1 | $13.3M | Sell |
157,890
-1,276
| -0.8% | -$103K | 0.21% | 116 |
|
|
2023
Q4 | $12M | Sell |
159,166
-1,618
| -1% | -$115K | 0.2% | 124 |
|
|
2023
Q3 | $11M | Buy |
160,784
+3,062
| +2% | +$217K | 0.2% | 124 |
|
|
2023
Q2 | $11.1M | Sell |
157,722
-5,215
| -3% | -$345K | 0.2% | 129 |
|
|
2023
Q1 | $10.4M | Sell |
162,937
-9,407
| -5% | -$575K | 0.2% | 129 |
|
|
2022
Q4 | $10.1M | Sell |
172,344
-2,438
| -1% | -$146K | 0.2% | 129 |
|
|
2022
Q3 | $10.1M | Buy |
174,782
+5,356
| +3% | +$348K | 0.21% | 119 |
|
|
2022
Q2 | $10.2M | Sell |
169,426
-7,023
| -4% | -$465K | 0.23% | 107 |
|
|
2022
Q1 | $13.5M | Sell |
176,449
-237
| -0.1% | -$17.8K | 0.26% | 102 |
|
|
2021
Q4 | $14.8M | Sell |
176,686
-717
| -0.4% | -$57.8K | 0.28% | 97 |
|
|
2021
Q3 | $13.1M | Sell |
177,403
-1,617
| -0.9% | -$123K | 0.27% | 100 |
|
|
2021
Q2 | $13M | Sell |
179,020
-8,751
| -5% | -$606K | 0.31% | 91 |
|
|
2021
Q1 | $12.2M | Buy |
187,771
+7,776
| +4% | +$503K | 0.32% | 93 |
|
|
2020
Q4 | $11.5M | Sell |
179,995
-3,997
| -2% | -$242K | 0.34% | 86 |
|
|
2020
Q3 | $10.6M | Sell |
183,992
-9,836
| -5% | -$557K | 0.39% | 76 |
|
|
2020
Q2 | $10.1M | Buy |
193,828
+3,392
| +2% | +$163K | 0.4% | 70 |
|
|
2020
Q1 | $7.86M | Sell |
190,436
-8,184
| -4% | -$387K | 0.37% | 80 |
|
|
2019
Q4 | $9.62M | Sell |
198,620
-13,788
| -6% | -$639K | 0.39% | 77 |
|
|
2019
Q3 | $9.56M | Sell |
212,408
-19,856
| -9% | -$898K | 0.41% | 73 |
|
|
2019
Q2 | $10.4M | Sell |
232,264
-6,944
| -3% | -$305K | 0.45% | 69 |
|
|
2019
Q1 | $10.3M | Sell |
239,208
-4,852
| -2% | -$199K | 0.47% | 68 |
|
|
2018
Q4 | $9.19M | Sell |
244,060
-3,908
| -2% | -$158K | 0.47% | 67 |
|
|
2018
Q3 | $11M | Sell |
247,968
-3,112
| -1% | -$134K | 0.54% | 63 |
|
|
2018
Q2 | $10.2M | Sell |
251,080
-14,096
| -5% | -$566K | 0.53% | 65 |
|
|
2018
Q1 | $10.3M | Sell |
265,176
-18,968
| -7% | -$757K | 0.56% | 64 |
|
|
2017
Q4 | $10.9M | Sell |
284,144
-15,468
| -5% | -$578K | 0.58% | 63 |
|
|
2017
Q3 | $10.7M | Sell |
299,612
-20,672
| -6% | -$728K | 0.62% | 61 |
|
|
2017
Q2 | $11M | Buy |
320,284
+1,208
| +0.4% | +$40.9K | 0.65% | 57 |
|
|
2017
Q1 | $10.5M | Sell |
319,076
-4,652
| -1% | -$149K | 0.65% | 57 |
|
|
2016
Q4 | $9.86M | Sell |
323,728
-29,816
| -8% | -$901K | 0.64% | 57 |
|
|
2016
Q3 | $10.8M | Sell |
353,544
-7,720
| -2% | -$234K | 0.72% | 50 |
|
|
2016
Q2 | $10.5M | Sell |
361,264
-107,224
| -23% | -$3.11M | 0.73% | 49 |
|
|
2016
Q1 | $13.6M | Sell |
468,488
-18,644
| -4% | -$513K | 0.95% | 32 |
|
|
2015
Q4 | $14.1M | Buy |
487,132
+18,836
| +4% | +$548K | 0.99% | 31 |
|
|
2015
Q3 | $12.6M | Buy |
468,296
+32,392
| +7% | +$921K | 0.95% | 33 |
|
|
2015
Q2 | $12.4M | Buy |
435,904
+42,376
| +11% | +$1.23M | 0.87% | 34 |
|
|
2015
Q1 | $11.2M | Buy |
393,528
+10,236
| +3% | +$291K | 0.78% | 42 |
|
|
2014
Q4 | $10.7M | Buy |
383,292
+13,300
| +4% | +$363K | 0.75% | 40 |
|
|
2014
Q3 | $9.88M | Buy |
369,992
+33,048
| +10% | +$881K | 0.74% | 41 |
|
|
2014
Q2 | $8.86M | Buy |
336,944
+33,508
| +11% | +$850K | 0.67% | 48 |
|
|
2014
Q1 | $7.57M | Buy |
303,436
+29,560
| +11% | +$730K | 0.6% | 51 |
|
|
2013
Q4 | $6.76M | Buy |
273,876
+35,900
| +15% | +$846K | 0.54% | 56 |
|
|
2013
Q3 | $5.32M | Buy |
237,976
+16,220
| +7% | +$358K | 0.47% | 64 |
|
|
2013
Q2 | $4.66M | Buy |
+221,756
| New | +$4.7M | 0.43% | 68 |
|
Other funds holding IVW
Peapack-Gladstone Financial Corp's IVW Position: Q1 2026 in Review
Peapack-Gladstone Financial Corp reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q1 2026, selling an estimated $367K and leaving 116,736 shares worth $13.2M. The position accounts for 0.17% of the portfolio, ranked #136.
Peapack-Gladstone Financial Corp first reported a position in IVW in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.8M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Peapack-Gladstone Financial Corp held 116,736 shares of iShares S&P 500 Growth ETF worth $13.2M as of Q1 2026.
- Peapack-Gladstone Financial Corp sold 3,052 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $367K.
- iShares S&P 500 Growth ETF made up 0.17% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #136 holding.
- Peapack-Gladstone Financial Corp first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- Peapack-Gladstone Financial Corp's iShares S&P 500 Growth ETF position peaked at $14.8M in Q4 2021.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.