Peapack-Gladstone Financial Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,079	Closed	-$238K	–	705
2024 Q3	$238K	Hold	1,079	–	–	﹤0.01%	627
2024 Q2	$232K	Sell	1,079 -20	-2%	-$3.99K	﹤0.01%	607
2024 Q1	$214K	Sell	1,099 -40	-4%	-$7.48K	﹤0.01%	643
2023 Q4	$200K	Buy	+1,139	New	+$187K	﹤0.01%	657
2023 Q2	–	Sell	-1,584	Closed	-$208K	–	720
2023 Q1	$208K	Buy	+1,584	New	+$206K	﹤0.01%	643
2022 Q4	–	Sell	-1,684	Closed	-$201K	–	692
2022 Q3	$201K	Buy	+1,684	New	+$226K	﹤0.01%	627

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Peapack-Gladstone Financial Corp's IWY Position: Q4 2024 in Review

Peapack-Gladstone Financial Corp sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 1,079 shares — an estimated $238K sold.

Peapack-Gladstone Financial Corp first reported a position in IWY in Q3 2022 and held it in 6 quarters. The position peaked at $238K in Q3 2024. 590 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

Peapack-Gladstone Financial Corp reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 1,079 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $238K.
Peapack-Gladstone Financial Corp first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and held it in 6 quarters.
Peapack-Gladstone Financial Corp's iShares Russell Top 200 Growth ETF position peaked at $238K in Q3 2024.
590 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2024, filed 13 Feb 2025.