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PGIM Custom Harvest’s iShares S&P 500 Growth ETF IVW Stock Holding History

PGIM Custom Harvest’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.13M Buy
27,665
+619
+2% +$74.4K 0.05% 90
2025
Q4 		$3.33M Sell
27,046
-61
-0.2% -$7.47K 0.05% 84
2025
Q3 		$3.27M Sell
27,107
-173
-0.6% -$19.9K 0.05% 84
2025
Q2 		$3M Buy
27,280
+804
+3% +$79.6K 0.06% 73
2025
Q1 		$2.46M Buy
26,476
+3,961
+18% +$399K 0.06% 75
2024
Q4 		$2.29M Buy
22,515
+688
+3% +$68.6K 0.04% 82
2024
Q3 		$2.09M Sell
21,827
-1,752
-7% -$162K 0.04% 85
2024
Q2 		$2.18M Buy
23,579
+2,422
+11% +$209K 0.05% 80
2024
Q1 		$1.79M Buy
21,157
+1,606
+8% +$129K 0.04% 81
2023
Q4 		$1.47M Sell
19,551
-418
-2% -$29.8K 0.04% 87
2023
Q3 		$1.37M Buy
19,969
+16,102
+416% +$1.14M 0.05% 85
2023
Q2 		$273K Hold
3,867
– – 0.01% 150
2023
Q1 		$247K Buy
+3,867
New +$236K 0.01% 175
2021
Q3 		$203K Buy
+2,743
New +$209K 0.03% 190

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares S&P 500 Growth ETF (IVW) stake by 2.3% in Q1 2026, buying an estimated $74.4K and bringing the position to 27,665 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #90.

PGIM Custom Harvest first reported a position in IVW in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.33M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • PGIM Custom Harvest held 27,665 shares of iShares S&P 500 Growth ETF worth $3.13M as of Q1 2026.
  • PGIM Custom Harvest bought 619 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $74.4K.
  • iShares S&P 500 Growth ETF made up 0.05% of PGIM Custom Harvest's portfolio in Q1 2026, its #90 holding.
  • PGIM Custom Harvest first reported a position in iShares S&P 500 Growth ETF in Q3 2021 and has held it in 14 quarters since.
  • PGIM Custom Harvest's iShares S&P 500 Growth ETF position peaked at $3.33M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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