PCH
PGIM Custom Harvest’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
2,958
-1,340
| -31% | -$123K | 0.01% | 206 |
|
|
2025
Q1 | $366K | Sell |
4,298
-675
| -14% | -$57.4K | 0.01% | 175 |
|
|
2024
Q4 | $440K | Buy |
4,973
+1,409
| +40% | +$125K | 0.01% | 170 |
|
|
2024
Q3 | $314K | Buy |
3,564
+128
| +4% | +$11.3K | 0.01% | 191 |
|
|
2024
Q2 | $279K | Buy |
3,436
+725
| +27% | +$58.8K | 0.01% | 189 |
|
|
2024
Q1 | $228K | Buy |
+2,711
| New | +$228K | 0.01% | 191 |
|