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Peapack-Gladstone Financial Corp’s iShares Russell 2000 Value ETF IWN Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.57M Sell
43,286
-309
-0.7% -$64.7K 0.11% 176
2026
Q1 		$8.27M Sell
43,595
-944
-2% -$183K 0.11% 177
2025
Q4 		$8.07M Sell
44,539
-783
-2% -$141K 0.1% 183
2025
Q3 		$8.01M Sell
45,322
-41
-0.1% -$6.92K 0.1% 175
2025
Q2 		$7.16M Sell
45,363
-233
-0.5% -$34.7K 0.1% 184
2025
Q1 		$6.88M Sell
45,596
-1,014
-2% -$164K 0.1% 183
2024
Q4 		$7.65M Sell
46,610
-1,150
-2% -$196K 0.11% 168
2024
Q3 		$7.97M Sell
47,760
-33
-0.1% -$5.36K 0.11% 171
2024
Q2 		$7.28M Sell
47,793
-2,444
-5% -$374K 0.11% 175
2024
Q1 		$7.98M Sell
50,237
-5,690
-10% -$862K 0.12% 170
2023
Q4 		$8.69M Sell
55,927
-1,148
-2% -$159K 0.15% 154
2023
Q3 		$7.74M Sell
57,075
-53
-0.1% -$7.6K 0.14% 163
2023
Q2 		$8.04M Buy
57,128
+785
+1% +$106K 0.14% 162
2023
Q1 		$7.72M Buy
56,343
+534
+1% +$77.4K 0.15% 162
2022
Q4 		$7.74M Buy
55,809
+543
+1% +$76.7K 0.15% 155
2022
Q3 		$7.13M Buy
55,266
+2,727
+5% +$394K 0.15% 159
2022
Q2 		$7.15M Buy
52,539
+6,467
+14% +$962K 0.16% 145
2022
Q1 		$7.44M Buy
46,072
+7,542
+20% +$1.2M 0.15% 153
2021
Q4 		$6.4M Buy
38,530
+2,524
+7% +$421K 0.12% 167
2021
Q3 		$5.77M Buy
36,006
+1,699
+5% +$273K 0.12% 174
2021
Q2 		$5.69M Buy
34,307
+1,377
+4% +$227K 0.14% 154
2021
Q1 		$5.25M Buy
32,930
+48
+0.1% +$7.25K 0.14% 152
2020
Q4 		$4.33M Buy
32,882
+27,309
+490% +$3.22M 0.13% 155
2020
Q3 		$554K Sell
5,573
-2,169
-28% -$220K 0.02% 275
2020
Q2 		$755K Sell
7,742
-2,236
-22% -$203K 0.03% 243
2020
Q1 		$818K Buy
9,978
+8,241
+474% +$925K 0.04% 223
2019
Q4 		$223K Hold
1,737
– – 0.01% 335
2019
Q3 		$207K Hold
1,737
– – 0.01% 337
2019
Q2 		$210K Hold
1,737
– – 0.01% 344
2019
Q1 		$208K Buy
+1,737
New +$207K 0.01% 331
2018
Q4 		– Sell
-2,003
Closed -$267K – 340
2018
Q3 		$267K Hold
2,003
– – 0.01% 309
2018
Q2 		$265K Hold
2,003
– – 0.01% 303
2018
Q1 		$244K Hold
2,003
– – 0.01% 309
2017
Q4 		$252K Hold
2,003
– – 0.01% 300
2017
Q3 		$249K Sell
2,003
-1,075
-35% -$127K 0.01% 300
2017
Q2 		$366K Buy
+3,078
New +$362K 0.02% 255

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.71% in Q2 2026, selling an estimated $64.7K and leaving 43,286 shares worth $9.57M. The position accounts for 0.11% of the portfolio, ranked #176.

Peapack-Gladstone Financial Corp first reported a position in IWN in Q2 2017 and has held it in 36 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 43,286 shares of iShares Russell 2000 Value ETF worth $9.57M as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 309 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $64.7K.
  • iShares Russell 2000 Value ETF made up 0.11% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #176 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares Russell 2000 Value ETF in Q2 2017 and has held it in 36 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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