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Peapack-Gladstone Financial Corp’s iShares US Financials ETF IYF Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
10,310
-1,629
-14% -$202K 0.02% 388
2026
Q1 		$1.41M Sell
11,939
-199
-2% -$24.7K 0.02% 370
2025
Q4 		$1.56M Sell
12,138
-624
-5% -$78.1K 0.02% 361
2025
Q3 		$1.62M Sell
12,762
-125
-1% -$15.5K 0.02% 360
2025
Q2 		$1.56M Sell
12,887
-249
-2% -$28.1K 0.02% 354
2025
Q1 		$1.48M Sell
13,136
-959
-7% -$110K 0.02% 364
2024
Q4 		$1.56M Sell
14,095
-4,468
-24% -$498K 0.02% 351
2024
Q3 		$1.93M Buy
18,563
+51
+0.3% +$5.12K 0.03% 336
2024
Q2 		$1.75M Sell
18,512
-835
-4% -$78.2K 0.03% 338
2024
Q1 		$1.85M Buy
19,347
+1,865
+11% +$166K 0.03% 336
2023
Q4 		$1.49M Sell
17,482
-138
-0.8% -$10.8K 0.03% 344
2023
Q3 		$1.32M Sell
17,620
-850
-5% -$65.5K 0.02% 354
2023
Q2 		$1.38M Sell
18,470
-2,047
-10% -$148K 0.02% 346
2023
Q1 		$1.65M Buy
20,517
+69
+0.3% +$5.31K 0.03% 319
2022
Q4 		$1.54M Sell
20,448
-519
-2% -$38.9K 0.03% 324
2022
Q3 		$1.42M Buy
+20,967
New +$1.54M 0.03% 330

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp reduced its iShares US Financials ETF (IYF) stake by 14% in Q2 2026, selling an estimated $202K and leaving 10,310 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #388.

Peapack-Gladstone Financial Corp first reported a position in IYF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.93M in Q3 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 10,310 shares of iShares US Financials ETF worth $1.31M as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 1,629 iShares US Financials ETF shares in Q2 2026, an estimated $202K.
  • iShares US Financials ETF made up 0.02% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #388 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares US Financials ETF in Q3 2022 and has held it in 16 quarters since.
  • Peapack-Gladstone Financial Corp's iShares US Financials ETF position peaked at $1.93M in Q3 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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