PGIM Custom Harvest’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$702K	Buy	10,391 +140	+1%	+$9.71K	0.01%	147
2025 Q4	$677K	Sell	10,251 -847	-8%	-$55.5K	0.01%	145
2025 Q3	$724K	Sell	11,098 -73	-0.7%	-$4.69K	0.01%	138
2025 Q2	$693K	Buy	11,171 +200	+2%	+$11.7K	0.01%	130
2025 Q1	$640K	Sell	10,971 -3,871	-26%	-$240K	0.02%	134
2024 Q4	$925K	Buy	14,842 +45	+0.3%	+$2.89K	0.02%	119
2024 Q3	$922K	Sell	14,797 -6,303	-30%	-$380K	0.02%	120
2024 Q2	$1.23M	Buy	21,100 +9,521	+82%	+$559K	0.03%	102
2024 Q1	$703K	Buy	11,579 +2,064	+22%	+$117K	0.02%	120
2023 Q4	$527K	Buy	9,515 +325	+4%	+$16.5K	0.02%	124
2023 Q3	$458K	Sell	9,190 -1,235	-12%	-$64.7K	0.02%	122
2023 Q2	$545K	Buy	+10,425	New	+$518K	0.02%	112

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PGIM Custom Harvest's IJH Position: Q1 2026 in Review

PGIM Custom Harvest increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, buying an estimated $9.71K and bringing the position to 10,391 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #147.

PGIM Custom Harvest first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q2 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

PGIM Custom Harvest held 10,391 shares of iShares Core S&P Mid-Cap ETF worth $702K as of Q1 2026.
PGIM Custom Harvest bought 140 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $9.71K.
iShares Core S&P Mid-Cap ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #147 holding.
PGIM Custom Harvest first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
PGIM Custom Harvest's iShares Core S&P Mid-Cap ETF position peaked at $1.23M in Q2 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.