Peapack-Gladstone Financial Corp’s iShares Russell 3000 ETF IWV Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Sell	4,137 -5	-0.1%	-$2.06K	0.02%	355
2026 Q1	$1.53M	Hold	4,142	–	–	0.02%	360
2025 Q4	$1.6M	Hold	4,142	–	–	0.02%	357
2025 Q3	$1.57M	Sell	4,142 -5	-0.1%	-$1.82K	0.02%	364
2025 Q2	$1.46M	Hold	4,147	–	–	0.02%	363
2025 Q1	$1.32M	Sell	4,147 -29	-0.7%	-$9.72K	0.02%	374
2024 Q4	$1.4M	Hold	4,176	–	–	0.02%	361
2024 Q3	$1.36M	Buy	4,176 +1	+0%	+$315	0.02%	365
2024 Q2	$1.29M	Hold	4,175	–	–	0.02%	368
2024 Q1	$1.25M	Hold	4,175	–	–	0.02%	377
2023 Q4	$1.14M	Sell	4,175 -54	-1%	-$13.8K	0.02%	381
2023 Q3	$1.04M	Hold	4,229	–	–	0.02%	381
2023 Q2	$1.08M	Sell	4,229 -44	-1%	-$10.6K	0.02%	382
2023 Q1	$1.01M	Hold	4,273	–	–	0.02%	382
2022 Q4	$943K	Sell	4,273 -91	-2%	-$20.2K	0.02%	377
2022 Q3	$904K	Hold	4,364	–	–	0.02%	378
2022 Q2	$949K	Hold	4,364	–	–	0.02%	357
2022 Q1	$1.14M	Buy	4,364 +44	+1%	+$11.4K	0.02%	357
2021 Q4	$1.2M	Hold	4,320	–	–	0.02%	358
2021 Q3	$1.1M	Sell	4,320 -66	-2%	-$17.3K	0.02%	361
2021 Q2	$1.12M	Sell	4,386 -447	-9%	-$111K	0.03%	323
2021 Q1	$1.15M	Buy	4,833 +3,433	+245%	+$797K	0.03%	302
2020 Q4	$313K	Hold	1,400	–	–	0.01%	347
2020 Q3	$274K	Hold	1,400	–	–	0.01%	327
2020 Q2	$252K	Hold	1,400	–	–	0.01%	330
2020 Q1	$208K	Hold	1,400	–	–	0.01%	341
2019 Q4	$264K	Hold	1,400	–	–	0.01%	313
2019 Q3	$243K	Hold	1,400	–	–	0.01%	322
2019 Q2	$241K	Hold	1,400	–	–	0.01%	322
2019 Q1	$233K	Hold	1,400	–	–	0.01%	315
2018 Q4	$206K	Hold	1,400	–	–	0.01%	317
2018 Q3	$241K	Hold	1,400	–	–	0.01%	318
2018 Q2	$227K	Hold	1,400	–	–	0.01%	320
2018 Q1	$219K	Hold	1,400	–	–	0.01%	322
2017 Q4	$221K	Buy	+1,400	New	+$216K	0.01%	317

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares Russell 3000 ETF (IWV) stake by 0.12% in Q2 2026, selling an estimated $2.06K and leaving 4,137 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #355.

Peapack-Gladstone Financial Corp first reported a position in IWV in Q4 2017 and has held it in 35 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Peapack-Gladstone Financial Corp held 4,137 shares of iShares Russell 3000 ETF worth $1.76M as of Q2 2026.
Peapack-Gladstone Financial Corp sold 5 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.06K.
iShares Russell 3000 ETF made up 0.02% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #355 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 35 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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