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PGIM Custom Harvest’s iShares Russell 2000 ETF IWM Stock Holding History

PGIM Custom Harvest’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
4,176
+118
+3% +$33.2K 0.02% 134
2026
Q1 		$1.01M Buy
4,058
+126
+3% +$32.5K 0.02% 130
2025
Q4 		$968K Buy
3,932
+24
+0.6% +$5.9K 0.01% 129
2025
Q3 		$946K Buy
3,908
+8
+0.2% +$1.84K 0.01% 128
2025
Q2 		$842K Sell
3,900
-427
-10% -$85.9K 0.02% 123
2025
Q1 		$863K Buy
4,327
+922
+27% +$200K 0.02% 118
2024
Q4 		$752K Buy
3,405
+206
+6% +$47K 0.01% 133
2024
Q3 		$707K Buy
3,199
+855
+36% +$183K 0.01% 137
2024
Q2 		$476K Buy
2,344
+226
+11% +$45.7K 0.01% 150
2024
Q1 		$445K Buy
2,118
+937
+79% +$187K 0.01% 142
2023
Q4 		$237K Buy
+1,181
New +$212K 0.01% 169

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q2 2026, buying an estimated $33.2K and bringing the position to 4,176 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #134.

PGIM Custom Harvest first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • PGIM Custom Harvest held 4,176 shares of iShares Russell 2000 ETF worth $1.25M as of Q2 2026.
  • PGIM Custom Harvest bought 118 iShares Russell 2000 ETF shares in Q2 2026, an estimated $33.2K.
  • iShares Russell 2000 ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q2 2026, its #134 holding.
  • PGIM Custom Harvest first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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