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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
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 $1.37T 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q1 2026, buying an estimated $32.5K and bringing the position to 4,058 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #130.

PGIM Custom Harvest first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • PGIM Custom Harvest held 4,058 shares of iShares Russell 2000 ETF worth $1.01M as of Q1 2026.
  • PGIM Custom Harvest bought 126 iShares Russell 2000 ETF shares in Q1 2026, an estimated $32.5K.
  • iShares Russell 2000 ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q1 2026, its #130 holding.
  • PGIM Custom Harvest first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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