Peapack-Gladstone Financial Corp’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Sell	5,250 -525	-9%	-$31.8K	﹤0.01%	591
2026 Q1	$374K	Sell	5,775 -765	-12%	-$43.4K	﹤0.01%	546
2025 Q4	$311K	Sell	6,540 -125	-2%	-$5.92K	﹤0.01%	572
2025 Q3	$317K	Sell	6,665 -100	-1%	-$4.66K	﹤0.01%	569
2025 Q2	$306K	Hold	6,765	–	–	﹤0.01%	554
2025 Q1	$334K	Sell	6,765 -450	-6%	-$21.4K	0.01%	544
2024 Q4	$329K	Sell	7,215 -650	-8%	-$31.2K	﹤0.01%	551
2024 Q3	$364K	Hold	7,865	–	–	0.01%	542
2024 Q2	$378K	Sell	7,865 -125	-2%	-$6.1K	0.01%	522
2024 Q1	$395K	Hold	7,990	–	–	0.01%	522
2023 Q4	$353K	Sell	7,990 -100	-1%	-$4.49K	0.01%	543
2023 Q3	$384K	Hold	8,090	–	–	0.01%	519
2023 Q2	$347K	Sell	8,090 -1,200	-13%	-$51.4K	0.01%	543
2023 Q1	$456K	Hold	9,290	–	–	0.01%	502
2022 Q4	$432K	Sell	9,290 -1,900	-17%	-$88.8K	0.01%	487
2022 Q3	$440K	Buy	+11,190	New	+$459K	0.01%	474

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Peapack-Gladstone Financial Corp reduced its iShares US Energy ETF (IYE) stake by 9.1% in Q2 2026, selling an estimated $31.8K and leaving 5,250 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Peapack-Gladstone Financial Corp first reported a position in IYE in Q3 2022 and has held it in 16 quarters since. The position peaked at $456K in Q1 2023. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Peapack-Gladstone Financial Corp held 5,250 shares of iShares US Energy ETF worth $297K as of Q2 2026.
Peapack-Gladstone Financial Corp sold 525 iShares US Energy ETF shares in Q2 2026, an estimated $31.8K.
iShares US Energy ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #591 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 16 quarters since.
Peapack-Gladstone Financial Corp's iShares US Energy ETF position peaked at $456K in Q1 2023.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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