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PGIM Custom Harvest’s iShares Morningstar Growth ETF ILCG Stock Holding History

PGIM Custom Harvest’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Hold
2,250
– – ﹤0.01% 264
2025
Q4 		$234K Hold
2,250
– – ﹤0.01% 239
2025
Q3 		$235K Hold
2,250
– – ﹤0.01% 238
2025
Q2 		$218K Buy
+2,250
New +$195K ﹤0.01% 236
2025
Q1 		– Sell
-2,250
Closed -$202K – 250
2024
Q4 		$202K Buy
+2,250
New +$199K ﹤0.01% 255

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PGIM Custom Harvest held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 2,250 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

PGIM Custom Harvest first reported a position in ILCG in Q4 2024 and has held it in 5 quarters since. The position peaked at $235K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • PGIM Custom Harvest held 2,250 shares of iShares Morningstar Growth ETF worth $215K as of Q1 2026.
  • PGIM Custom Harvest left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #264 holding.
  • PGIM Custom Harvest first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • PGIM Custom Harvest's iShares Morningstar Growth ETF position peaked at $235K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

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