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Peapack-Gladstone Financial Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$721K Hold
2,297
– – 0.01% 437
2025
Q4 		$742K Hold
2,297
– – 0.01% 433
2025
Q3 		$735K Sell
2,297
-75
-3% -$22.6K 0.01% 438
2025
Q2 		$678K Sell
2,372
-25
-1% -$6.58K 0.01% 439
2025
Q1 		$613K Sell
2,397
-85
-3% -$24K 0.01% 449
2024
Q4 		$714K Sell
2,482
-67
-3% -$19.8K 0.01% 426
2024
Q3 		$724K Hold
2,549
– – 0.01% 435
2024
Q2 		$670K Buy
2,549
+91
+4% +$23.6K 0.01% 438
2024
Q1 		$666K Sell
2,458
-2,250
-48% -$575K 0.01% 442
2023
Q4 		$1.19M Sell
4,708
-1,645
-26% -$371K 0.02% 375
2023
Q3 		$1.42M Sell
6,353
-128
-2% -$30.6K 0.03% 344
2023
Q2 		$1.57M Sell
6,481
-473
-7% -$108K 0.03% 328
2023
Q1 		$1.58M Sell
6,954
-15
-0.2% -$3.43K 0.03% 322
2022
Q4 		$1.5M Sell
6,969
-19,229
-73% -$4.21M 0.03% 327
2022
Q3 		$5.41M Buy
26,198
+2,610
+11% +$587K 0.11% 188
2022
Q2 		$4.87M Buy
23,588
+2,414
+11% +$538K 0.11% 182
2022
Q1 		$5.42M Buy
21,174
+20,405
+2,653% +$5.22M 0.11% 181
2021
Q4 		$225K Sell
769
-12
-2% -$3.62K ﹤0.01% 620
2021
Q3 		$229K Hold
781
– – ﹤0.01% 598
2021
Q2 		$244K Sell
781
-83
-10% -$25K 0.01% 556
2021
Q1 		$260K Buy
864
+65
+8% +$20.2K 0.01% 514
2020
Q4 		$229K Buy
+799
New +$204K 0.01% 388
2017
Q3 		– Sell
-1,493
Closed -$252K – 334
2017
Q2 		$252K Buy
+1,493
New +$246K 0.02% 297

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Peapack-Gladstone Financial Corp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 2,297 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #437.

Peapack-Gladstone Financial Corp first reported a position in IWO in Q2 2017 and has held it in 23 quarters since. The position peaked at $5.42M in Q1 2022. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 2,297 shares of iShares Russell 2000 Growth ETF worth $721K as of Q1 2026.
  • Peapack-Gladstone Financial Corp left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #437 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 23 quarters since.
  • Peapack-Gladstone Financial Corp's iShares Russell 2000 Growth ETF position peaked at $5.42M in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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