PGIM Custom Harvest’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PGIM Custom Harvest’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Sell	9,465 -3	-0%	-$414	0.02%	125
2026 Q1	$1.21M	Sell	9,468 -59	-0.6%	-$7.98K	0.02%	123
2025 Q4	$1.3M	Buy	9,527 +201	+2%	+$28.1K	0.02%	116
2025 Q3	$1.33M	Sell	9,326 -2,245	-19%	-$317K	0.02%	113
2025 Q2	$1.6M	Sell	11,571 -441	-4%	-$55.8K	0.03%	94
2025 Q1	$1.41M	Hold	12,012	–	–	0.03%	91
2024 Q4	$1.52M	Hold	12,012	–	–	0.03%	100
2024 Q3	$1.41M	Buy	12,012 +1,120	+10%	+$125K	0.03%	99
2024 Q2	$1.2M	Buy	10,892 +224	+2%	+$24.6K	0.03%	103
2024 Q1	$1.22M	Sell	10,668 -114	-1%	-$12.3K	0.03%	98
2023 Q4	$1.13M	Buy	10,782 +1,608	+18%	+$152K	0.03%	92
2023 Q3	$838K	Buy	9,174 +5,894	+180%	+$563K	0.03%	98
2023 Q2	$317K	Sell	3,280 -67	-2%	-$6.11K	0.01%	139
2023 Q1	$305K	Sell	3,347 -88	-3%	-$7.85K	0.01%	155
2022 Q4	$287K	Buy	+3,435	New	+$289K	0.01%	169

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

PGIM Custom Harvest reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.03% in Q2 2026, selling an estimated $414 and leaving 9,465 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #125.

PGIM Custom Harvest first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

PGIM Custom Harvest held 9,465 shares of iShares Russell Mid-Cap Growth ETF worth $1.39M as of Q2 2026.
PGIM Custom Harvest sold 3 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $414.
iShares Russell Mid-Cap Growth ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q2 2026, its #125 holding.
PGIM Custom Harvest first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
PGIM Custom Harvest's iShares Russell Mid-Cap Growth ETF position peaked at $1.6M in Q2 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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