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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 55% in Q1 2026, buying an estimated $179K and bringing the position to 3,404 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #183.

PGIM Custom Harvest first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $636K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • PGIM Custom Harvest held 3,404 shares of iShares Core S&P Total US Stock Market ETF worth $485K as of Q1 2026.
  • PGIM Custom Harvest bought 1,202 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $179K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #183 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 7 quarters since.
  • PGIM Custom Harvest's iShares Core S&P Total US Stock Market ETF position peaked at $636K in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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