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Peapack-Gladstone Financial Corp’s iShares US Healthcare ETF IYH Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.03M Buy
119,875
+1,447
+1% +$90.5K 0.09% 194
2026
Q1 		$7.3M Sell
118,428
-4,690
-4% -$303K 0.09% 191
2025
Q4 		$8.02M Sell
123,118
-701
-0.6% -$44.2K 0.1% 184
2025
Q3 		$7.27M Sell
123,819
-712
-0.6% -$40.6K 0.09% 194
2025
Q2 		$7.03M Sell
124,531
-1,700
-1% -$95.9K 0.1% 186
2025
Q1 		$7.69M Sell
126,231
-5,706
-4% -$349K 0.11% 171
2024
Q4 		$7.69M Sell
131,937
-4,095
-3% -$253K 0.11% 167
2024
Q3 		$8.84M Sell
136,032
-1,157
-0.8% -$73.9K 0.13% 165
2024
Q2 		$8.4M Sell
137,189
-2,862
-2% -$172K 0.13% 162
2024
Q1 		$8.67M Sell
140,051
-1,869
-1% -$112K 0.14% 161
2023
Q4 		$8.13M Sell
141,920
-2,485
-2% -$135K 0.14% 164
2023
Q3 		$7.8M Sell
144,405
-1,790
-1% -$100K 0.14% 161
2023
Q2 		$8.19M Buy
146,195
+4,750
+3% +$264K 0.15% 160
2023
Q1 		$8.19M Sell
141,445
-3,255
-2% -$179K 0.16% 159
2022
Q4 		$8.21M Buy
144,700
+1,035
+0.7% +$57.1K 0.16% 148
2022
Q3 		$7.27M Buy
+143,665
New +$7.76M 0.15% 155
2022
Q2 		– Sell
-3,590
Closed -$207K – 676
2022
Q1 		$207K Hold
3,590
– – ﹤0.01% 639
2021
Q4 		$216K Buy
+3,590
New +$205K ﹤0.01% 628
2021
Q3 		– Sell
-3,740
Closed -$204K – 689
2021
Q2 		$204K Buy
+3,740
New +$198K ﹤0.01% 592

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp increased its iShares US Healthcare ETF (IYH) stake by 1.2% in Q2 2026, buying an estimated $90.5K and bringing the position to 119,875 shares worth $8.03M. The position accounts for 0.09% of the portfolio, ranked #194.

Peapack-Gladstone Financial Corp first reported a position in IYH in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.84M in Q3 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 119,875 shares of iShares US Healthcare ETF worth $8.03M as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 1,447 iShares US Healthcare ETF shares in Q2 2026, an estimated $90.5K.
  • iShares US Healthcare ETF made up 0.09% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #194 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 19 quarters since.
  • Peapack-Gladstone Financial Corp's iShares US Healthcare ETF position peaked at $8.84M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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