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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Buy	8,778 +251	+3%	+$34.4K	0.02%	129
2026 Q1	$1.06M	Buy	8,527 +893	+12%	+$113K	0.02%	127
2025 Q4	$917K	Sell	7,634 -280	-4%	-$33.5K	0.01%	131
2025 Q3	$940K	Sell	7,914 -404	-5%	-$46.5K	0.01%	129
2025 Q2	$909K	Sell	8,318 -693	-8%	-$71.6K	0.02%	117
2025 Q1	$942K	Buy	9,011 +1,202	+15%	+$136K	0.02%	114
2024 Q4	$900K	Buy	7,809 +729	+10%	+$87.1K	0.02%	120
2024 Q3	$828K	Sell	7,080 -739	-9%	-$83.5K	0.02%	126
2024 Q2	$834K	Sell	7,819 -74	-0.9%	-$7.92K	0.02%	121
2024 Q1	$872K	Buy	7,893 +792	+11%	+$84.1K	0.02%	107
2023 Q4	$769K	Buy	7,101 +1,423	+25%	+$137K	0.02%	105
2023 Q3	$536K	Buy	5,678 +1,241	+28%	+$124K	0.02%	112
2023 Q2	$442K	Buy	+4,437	New	+$422K	0.02%	118

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q2 2026, buying an estimated $34.4K and bringing the position to 8,778 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #129.

PGIM Custom Harvest first reported a position in IJR in Q2 2023 and has held it in 13 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

PGIM Custom Harvest held 8,778 shares of iShares Core S&P Small-Cap ETF worth $1.3M as of Q2 2026.
PGIM Custom Harvest bought 251 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $34.4K.
iShares Core S&P Small-Cap ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q2 2026, its #129 holding.
PGIM Custom Harvest first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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