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Peapack-Gladstone Financial Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.84M Sell
29,204
-684
-2% -$68.3K 0.04% 301
2025
Q4 		$2.88M Sell
29,888
-887
-3% -$85.3K 0.04% 302
2025
Q3 		$2.97M Sell
30,775
-2,547
-8% -$241K 0.04% 295
2025
Q2 		$3.06M Sell
33,322
-413
-1% -$35.7K 0.04% 281
2025
Q1 		$2.87M Sell
33,735
-295
-0.9% -$26.3K 0.04% 288
2024
Q4 		$3.01M Buy
34,030
+237
+0.7% +$21.5K 0.04% 276
2024
Q3 		$2.98M Sell
33,793
-806
-2% -$67.9K 0.04% 288
2024
Q2 		$2.81M Sell
34,599
-606
-2% -$49.3K 0.04% 286
2024
Q1 		$2.96M Sell
35,205
-11
-0% -$872 0.05% 278
2023
Q4 		$2.74M Sell
35,216
-5,729
-14% -$407K 0.05% 273
2023
Q3 		$2.84M Sell
40,945
-603
-1% -$44K 0.05% 253
2023
Q2 		$3.04M Sell
41,548
-195
-0.5% -$13.6K 0.05% 257
2023
Q1 		$2.92M Sell
41,743
-348
-0.8% -$24.6K 0.06% 265
2022
Q4 		$2.84M Buy
42,091
+4,420
+12% +$298K 0.06% 264
2022
Q3 		$2.34M Sell
37,671
-166
-0.4% -$11.4K 0.05% 274
2022
Q2 		$2.45M Sell
37,837
-2,753
-7% -$196K 0.06% 248
2022
Q1 		$3.17M Buy
40,590
+11
+0% +$847 0.06% 238
2021
Q4 		$3.37M Sell
40,579
-1,850
-4% -$152K 0.06% 229
2021
Q3 		$3.32M Buy
42,429
+1,782
+4% +$143K 0.07% 219
2021
Q2 		$3.22M Sell
40,647
-5,027
-11% -$390K 0.08% 202
2021
Q1 		$3.38M Buy
45,674
+5,592
+14% +$404K 0.09% 186
2020
Q4 		$2.75M Sell
40,082
-727
-2% -$46.3K 0.08% 182
2020
Q3 		$2.34M Sell
40,809
-758
-2% -$43.1K 0.09% 168
2020
Q2 		$2.23M Sell
41,567
-1,173
-3% -$58.8K 0.09% 165
2020
Q1 		$1.84M Buy
42,740
+261
+0.6% +$14.4K 0.09% 164
2019
Q4 		$2.53M Sell
42,479
-2,775
-6% -$159K 0.1% 143
2019
Q3 		$2.53M Sell
45,254
-457
-1% -$25.5K 0.11% 143
2019
Q2 		$2.55M Sell
45,711
-1,868
-4% -$102K 0.11% 142
2019
Q1 		$2.57M Sell
47,579
-3,200
-6% -$166K 0.12% 140
2018
Q4 		$2.36M Buy
50,779
+363
+0.7% +$18.3K 0.12% 136
2018
Q3 		$2.78M Buy
50,416
+136
+0.3% +$7.45K 0.14% 130
2018
Q2 		$2.67M Buy
50,280
+3,048
+6% +$160K 0.14% 129
2018
Q1 		$2.44M Sell
47,232
-620
-1% -$32.7K 0.13% 130
2017
Q4 		$2.49M Buy
47,852
+420
+0.9% +$21.3K 0.13% 127
2017
Q3 		$2.34M Sell
47,432
-8
-0% -$386 0.13% 127
2017
Q2 		$2.28M Sell
47,440
-160
-0.3% -$7.59K 0.14% 130
2017
Q1 		$2.23M Sell
47,600
-1,600
-3% -$74.2K 0.14% 128
2016
Q4 		$2.2M Sell
49,200
-1,520
-3% -$66.5K 0.14% 125
2016
Q3 		$2.21M Sell
50,720
-1,620
-3% -$70.2K 0.15% 124
2016
Q2 		$2.2M Buy
52,340
+160
+0.3% +$6.61K 0.15% 124
2016
Q1 		$2.13M Sell
52,180
-1,860
-3% -$70.8K 0.15% 126
2015
Q4 		$2.16M Sell
54,040
-1,500
-3% -$61.1K 0.15% 127
2015
Q3 		$2.16M Sell
55,540
-820
-1% -$34K 0.16% 129
2015
Q2 		$2.4M Sell
56,360
-3,256
-5% -$142K 0.17% 122
2015
Q1 		$2.58M Buy
59,616
+560
+0.9% +$23.8K 0.18% 119
2014
Q4 		$2.47M Sell
59,056
-2,320
-4% -$94.2K 0.17% 118
2014
Q3 		$2.43M Sell
61,376
-3,920
-6% -$158K 0.18% 117
2014
Q2 		$2.65M Sell
65,296
-220
-0.3% -$8.58K 0.2% 112
2014
Q1 		$2.53M Sell
65,516
-8,148
-11% -$309K 0.2% 112
2013
Q4 		$2.76M Sell
73,664
-7,900
-10% -$286K 0.22% 109
2013
Q3 		$2.84M Sell
81,564
-8,560
-9% -$292K 0.25% 100
2013
Q2 		$2.93M Buy
+90,124
New +$2.92M 0.27% 92

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q1 2026, selling an estimated $68.3K and leaving 29,204 shares worth $2.84M. The position accounts for 0.04% of the portfolio, ranked #301.

Peapack-Gladstone Financial Corp first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.38M in Q1 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 29,204 shares of iShares Russell Mid-Cap ETF worth $2.84M as of Q1 2026.
  • Peapack-Gladstone Financial Corp sold 684 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $68.3K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #301 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Peapack-Gladstone Financial Corp's iShares Russell Mid-Cap ETF position peaked at $3.38M in Q1 2021.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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