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Peapack-Gladstone Financial Corp’s iShares US Basic Materials ETF IYM Stock Holding History

Peapack-Gladstone Financial Corp’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,330
Closed -$350K – 706
2024
Q3 		$350K Hold
2,330
– – 0.01% 550
2024
Q2 		$326K Sell
2,330
-20
-0.9% -$2.88K 0.01% 545
2024
Q1 		$347K Hold
2,350
– – 0.01% 545
2023
Q4 		$325K Hold
2,350
– – 0.01% 562
2023
Q3 		$297K Sell
2,350
-25
-1% -$3.31K 0.01% 559
2023
Q2 		$316K Sell
2,375
-30
-1% -$3.87K 0.01% 558
2023
Q1 		$318K Hold
2,405
– – 0.01% 549
2022
Q4 		$300K Hold
2,405
– – 0.01% 540
2022
Q3 		$260K Buy
+2,405
New +$288K 0.01% 569

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 2,330 shares — an estimated $350K sold.

Peapack-Gladstone Financial Corp first reported a position in IYM in Q3 2022 and held it in 9 quarters. The position peaked at $350K in Q3 2024. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • Peapack-Gladstone Financial Corp reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 2,330 iShares US Basic Materials ETF shares in Q4 2024, an estimated $350K.
  • Peapack-Gladstone Financial Corp first reported a position in iShares US Basic Materials ETF in Q3 2022 and held it in 9 quarters.
  • Peapack-Gladstone Financial Corp's iShares US Basic Materials ETF position peaked at $350K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

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