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PGIM Custom Harvest’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

PGIM Custom Harvest’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$567K Buy
3,452
+48
+1% +$7.62K 0.01% 184
2026
Q1 		$485K Buy
3,404
+1,202
+55% +$179K 0.01% 183
2025
Q4 		$327K Sell
2,202
-132
-6% -$19.5K ﹤0.01% 212
2025
Q3 		$340K Buy
2,334
+176
+8% +$24.7K 0.01% 198
2025
Q2 		$291K Buy
2,158
+179
+9% +$22.3K 0.01% 199
2025
Q1 		$241K Sell
1,979
-2,963
-60% -$382K 0.01% 210
2024
Q4 		$636K Buy
4,942
+352
+8% +$45.6K 0.01% 148
2024
Q3 		$577K Buy
+4,590
New +$556K 0.01% 151

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, buying an estimated $7.62K and bringing the position to 3,452 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #184.

PGIM Custom Harvest first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $636K in Q4 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • PGIM Custom Harvest held 3,452 shares of iShares Core S&P Total US Stock Market ETF worth $567K as of Q2 2026.
  • PGIM Custom Harvest bought 48 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.62K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #184 holding.
  • PGIM Custom Harvest first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • PGIM Custom Harvest's iShares Core S&P Total US Stock Market ETF position peaked at $636K in Q4 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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