PCH
PGIM Custom Harvest’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Sell |
3,900
-427
| -10% | -$92.2K | 0.02% | 123 |
|
|
2025
Q1 | $863K | Buy |
4,327
+922
| +27% | +$184K | 0.02% | 118 |
|
|
2024
Q4 | $752K | Buy |
3,405
+206
| +6% | +$45.5K | 0.01% | 133 |
|
|
2024
Q3 | $707K | Buy |
3,199
+855
| +36% | +$189K | 0.01% | 137 |
|
|
2024
Q2 | $476K | Buy |
2,344
+226
| +11% | +$45.9K | 0.01% | 150 |
|
|
2024
Q1 | $445K | Buy |
2,118
+937
| +79% | +$197K | 0.01% | 142 |
|
|
2023
Q4 | $237K | Buy |
+1,181
| New | +$237K | 0.01% | 169 |
|