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PGIM Custom Harvest’s iShares US Utilities ETF IDU Stock Holding History

PGIM Custom Harvest’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.35M Sell
64,158
-372,180
-85% -$42.6M 0.09% 68
2026
Q1 		$50.7M Sell
436,338
-18,475
-4% -$2.1M 0.79% 26
2025
Q4 		$49.3M Sell
454,813
-3,868
-0.8% -$432K 0.73% 22
2025
Q3 		$50.9M Sell
458,681
-1,151
-0.3% -$124K 0.77% 23
2025
Q2 		$48.1M Buy
459,832
+4,412
+1% +$452K 0.99% 19
2025
Q1 		$46.2M Sell
455,420
-3,245
-0.7% -$324K 1.1% 20
2024
Q4 		$44.1M Buy
458,665
+1,651
+0.4% +$166K 0.86% 23
2024
Q3 		$46.6M Buy
457,014
+9,666
+2% +$915K 0.94% 23
2024
Q2 		$39.3M Sell
447,348
-6,919
-2% -$608K 0.88% 23
2024
Q1 		$38.4M Sell
454,267
-6,345
-1% -$506K 0.95% 21
2023
Q4 		$36.8M Buy
460,612
+370,286
+410% +$28.4M 1.09% 20
2023
Q3 		$6.65M Sell
90,326
-3,810
-4% -$306K 0.25% 44
2023
Q2 		$7.7M Sell
94,136
-6,626
-7% -$552K 0.29% 39
2023
Q1 		$8.43M Buy
100,762
+6,595
+7% +$550K 0.35% 36
2022
Q4 		$8.15M Buy
+94,167
New +$7.9M 0.37% 36
2021
Q3 		$4M Buy
50,614
+16,349
+48% +$1.35M 0.61% 38
2021
Q2 		$2.69M Buy
34,265
+17,081
+99% +$1.39M 0.5% 45
2021
Q1 		$1.37M Buy
17,184
+8,572
+100% +$660K 0.34% 61
2020
Q4 		$668K Buy
+8,612
New +$671K 0.22% 74

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

PGIM Custom Harvest reduced its iShares US Utilities ETF (IDU) stake by 85% in Q2 2026, selling an estimated $42.6M and leaving 64,158 shares worth $7.35M. The position accounts for 0.09% of the portfolio, ranked #68.

PGIM Custom Harvest first reported a position in IDU in Q4 2020 and has held it in 19 quarters since. The position peaked at $50.9M in Q3 2025. 288 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • PGIM Custom Harvest held 64,158 shares of iShares US Utilities ETF worth $7.35M as of Q2 2026.
  • PGIM Custom Harvest sold 372,180 iShares US Utilities ETF shares in Q2 2026, an estimated $42.6M.
  • iShares US Utilities ETF made up 0.09% of PGIM Custom Harvest's portfolio in Q2 2026, its #68 holding.
  • PGIM Custom Harvest first reported a position in iShares US Utilities ETF in Q4 2020 and has held it in 19 quarters since.
  • PGIM Custom Harvest's iShares US Utilities ETF position peaked at $50.9M in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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