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Peapack-Gladstone Financial Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11M Sell
11,527
-779
-6% -$290K 0.05% 256
2025
Q4 		$4.6M Sell
12,306
-680
-5% -$252K 0.06% 247
2025
Q3 		$4.75M Buy
12,986
+3,084
+31% +$1.09M 0.06% 244
2025
Q2 		$3.36M Sell
9,902
-609
-6% -$191K 0.05% 269
2025
Q1 		$3.23M Hold
10,511
– – 0.05% 275
2024
Q4 		$3.39M Sell
10,511
-295
-3% -$95.6K 0.05% 259
2024
Q3 		$3.4M Sell
10,806
-9
-0.1% -$2.73K 0.05% 273
2024
Q2 		$3.22M Sell
10,815
-75
-0.7% -$21.5K 0.05% 264
2024
Q1 		$3.14M Buy
10,890
+103
+1% +$28.2K 0.05% 268
2023
Q4 		$2.83M Sell
10,787
-610
-5% -$149K 0.05% 268
2023
Q3 		$2.68M Buy
11,397
+481
+4% +$118K 0.05% 264
2023
Q2 		$2.66M Sell
10,916
-383
-3% -$88.2K 0.05% 272
2023
Q1 		$2.54M Sell
11,299
-591
-5% -$130K 0.05% 277
2022
Q4 		$2.5M Sell
11,890
-47
-0.4% -$9.95K 0.05% 277
2022
Q3 		$2.35M Buy
11,937
+339
+3% +$74.3K 0.05% 272
2022
Q2 		$2.41M Sell
11,598
-24
-0.2% -$5.42K 0.06% 249
2022
Q1 		$2.91M Buy
11,622
+214
+2% +$52.8K 0.06% 243
2021
Q4 		$3.02M Sell
11,408
-42
-0.4% -$10.8K 0.06% 241
2021
Q3 		$2.77M Sell
11,450
-714
-6% -$178K 0.06% 238
2021
Q2 		$2.94M Sell
12,164
-381
-3% -$89.8K 0.07% 210
2021
Q1 		$2.81M Buy
12,545
+6,275
+100% +$1.37M 0.07% 210
2020
Q4 		$1.33M Sell
6,270
-445
-7% -$88.8K 0.04% 237
2020
Q3 		$1.26M Hold
6,715
– – 0.05% 213
2020
Q2 		$1.15M Hold
6,715
– – 0.05% 216
2020
Q1 		$950K Hold
6,715
– – 0.04% 213
2019
Q4 		$1.2M Buy
6,715
+319
+5% +$54.4K 0.05% 188
2019
Q3 		$1.05M Hold
6,396
– – 0.05% 192
2019
Q2 		$1.04M Hold
6,396
– – 0.05% 194
2019
Q1 		$1.01M Hold
6,396
– – 0.05% 189
2018
Q4 		$887K Hold
6,396
– – 0.05% 188
2018
Q3 		$1.03M Hold
6,396
– – 0.05% 184
2018
Q2 		$972K Hold
6,396
– – 0.05% 183
2018
Q1 		$939K Hold
6,396
– – 0.05% 182
2017
Q4 		$951K Buy
6,396
+3,202
+100% +$464K 0.05% 178
2017
Q3 		$447K Hold
3,194
– – 0.03% 241
2017
Q2 		$432K Buy
3,194
+311
+11% +$41.5K 0.03% 233
2017
Q1 		$378K Hold
2,883
– – 0.02% 253
2016
Q4 		$359K Hold
2,883
– – 0.02% 244
2016
Q3 		$347K Hold
2,883
– – 0.02% 248
2016
Q2 		$337K Buy
+2,883
New +$332K 0.02% 249

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares Russell 1000 ETF (IWB) stake by 6.3% in Q1 2026, selling an estimated $290K and leaving 11,527 shares worth $4.11M. The position accounts for 0.05% of the portfolio, ranked #256.

Peapack-Gladstone Financial Corp first reported a position in IWB in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.75M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 11,527 shares of iShares Russell 1000 ETF worth $4.11M as of Q1 2026.
  • Peapack-Gladstone Financial Corp sold 779 iShares Russell 1000 ETF shares in Q1 2026, an estimated $290K.
  • iShares Russell 1000 ETF made up 0.05% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #256 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 40 quarters since.
  • Peapack-Gladstone Financial Corp's iShares Russell 1000 ETF position peaked at $4.75M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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