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PGIM Custom Harvest’s iShares Russell 1000 Value ETF IWD Stock Holding History

PGIM Custom Harvest’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$665K Buy
3,110
+1,230
+65% +$269K 0.01% 151
2025
Q4 		$395K Buy
1,880
+132
+8% +$27.3K 0.01% 191
2025
Q3 		$356K Sell
1,748
-225
-11% -$44.8K 0.01% 193
2025
Q2 		$383K Sell
1,973
-326
-14% -$60.4K 0.01% 168
2025
Q1 		$433K Sell
2,299
-39
-2% -$7.43K 0.01% 157
2024
Q4 		$433K Sell
2,338
-36
-2% -$6.91K 0.01% 173
2024
Q3 		$451K Buy
2,374
+257
+12% +$46.8K 0.01% 165
2024
Q2 		$369K Buy
2,117
+105
+5% +$18.4K 0.01% 162
2024
Q1 		$360K Hold
2,012
– – 0.01% 151
2023
Q4 		$332K Buy
+2,012
New +$311K 0.01% 149
2023
Q2 		– Sell
-1,453
Closed -$221K – 186
2023
Q1 		$221K Buy
+1,453
New +$224K 0.01% 185

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Russell 1000 Value ETF (IWD) stake by 65% in Q1 2026, buying an estimated $269K and bringing the position to 3,110 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #151.

PGIM Custom Harvest first reported a position in IWD in Q1 2023 and has held it in 11 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • PGIM Custom Harvest held 3,110 shares of iShares Russell 1000 Value ETF worth $665K as of Q1 2026.
  • PGIM Custom Harvest bought 1,230 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $269K.
  • iShares Russell 1000 Value ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #151 holding.
  • PGIM Custom Harvest first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 11 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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