PCH
IWR icon

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

PGIM Custom Harvest’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Hold
3,637
– – 0.01% 213
2026
Q1 		$354K Buy
3,637
+801
+28% +$80K 0.01% 212
2025
Q4 		$273K Sell
2,836
-46
-2% -$4.42K ﹤0.01% 226
2025
Q3 		$278K Sell
2,882
-76
-3% -$7.2K ﹤0.01% 216
2025
Q2 		$272K Sell
2,958
-1,340
-31% -$116K 0.01% 206
2025
Q1 		$366K Sell
4,298
-675
-14% -$60.2K 0.01% 175
2024
Q4 		$440K Buy
4,973
+1,409
+40% +$128K 0.01% 170
2024
Q3 		$314K Buy
3,564
+128
+4% +$10.8K 0.01% 191
2024
Q2 		$279K Buy
3,436
+725
+27% +$59K 0.01% 189
2024
Q1 		$228K Buy
+2,711
New +$215K 0.01% 191

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 IWR Position: Q2 2026 in Review

PGIM Custom Harvest held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,637 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #213.

PGIM Custom Harvest first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $440K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • PGIM Custom Harvest held 3,637 shares of iShares Russell Mid-Cap ETF worth $401K as of Q2 2026.
  • PGIM Custom Harvest left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #213 holding.
  • PGIM Custom Harvest first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • PGIM Custom Harvest's iShares Russell Mid-Cap ETF position peaked at $440K in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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