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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

PGIM Custom Harvest reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.62% in Q1 2026, selling an estimated $7.98K and leaving 9,468 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #123.

PGIM Custom Harvest first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

PGIM Custom Harvest held 9,468 shares of iShares Russell Mid-Cap Growth ETF worth $1.21M as of Q1 2026.
PGIM Custom Harvest sold 59 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.98K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q1 2026, its #123 holding.
PGIM Custom Harvest first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
PGIM Custom Harvest's iShares Russell Mid-Cap Growth ETF position peaked at $1.6M in Q2 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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