PGIM Custom Harvest’s iShares Expanded Tech Sector ETF IGM Stock Holding History

PGIM Custom Harvest’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.5M	Sell	327,192 -41,593	-11%	-$6.23M	0.67%	31
2026 Q1	$43.7M	Sell	368,785 -3,016	-0.8%	-$379K	0.68%	28
2025 Q4	$48M	Buy	371,801 +299	+0.1%	+$38.7K	0.71%	25
2025 Q3	$46.8M	Sell	371,502 -7,232	-2%	-$853K	0.7%	26
2025 Q2	$42.5M	Buy	378,734 +322,218	+570%	+$31.6M	0.88%	22
2025 Q1	$5.12M	Buy	56,516 +47,165	+504%	+$4.76M	0.12%	57
2024 Q4	$955K	Buy	9,351 +301	+3%	+$30.3K	0.02%	118
2024 Q3	$868K	Buy	9,050 +5,139	+131%	+$475K	0.02%	122
2024 Q2	$369K	Buy	+3,911	New	+$342K	0.01%	163

Other funds holding IGM

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGIM Custom Harvest's IGM Position: Q2 2026 in Review

PGIM Custom Harvest reduced its iShares Expanded Tech Sector ETF (IGM) stake by 11% in Q2 2026, selling an estimated $6.23M and leaving 327,192 shares worth $53.5M. The position accounts for 0.67% of the portfolio, ranked #31.

PGIM Custom Harvest first reported a position in IGM in Q2 2024 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

PGIM Custom Harvest held 327,192 shares of iShares Expanded Tech Sector ETF worth $53.5M as of Q2 2026.
PGIM Custom Harvest sold 41,593 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $6.23M.
iShares Expanded Tech Sector ETF made up 0.67% of PGIM Custom Harvest's portfolio in Q2 2026, its #31 holding.
PGIM Custom Harvest first reported a position in iShares Expanded Tech Sector ETF in Q2 2024 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.