PGIM Custom Harvest’s iShares Core S&P US Growth ETF IUSG Stock Holding History

PGIM Custom Harvest’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$689K	Buy	4,444 +316	+8%	+$52K	0.01%	149
2025 Q4	$693K	Sell	4,128 -40	-1%	-$6.67K	0.01%	144
2025 Q3	$686K	Buy	4,168 +372	+10%	+$58.4K	0.01%	143
2025 Q2	$571K	Sell	3,796 -729	-16%	-$98.8K	0.01%	141
2025 Q1	$575K	Sell	4,525 -405	-8%	-$56K	0.01%	144
2024 Q4	$687K	Buy	+4,930	New	+$677K	0.01%	137

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Core S&P US Growth ETF (IUSG) stake by 7.7% in Q1 2026, buying an estimated $52K and bringing the position to 4,444 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #149.

PGIM Custom Harvest first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $693K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

PGIM Custom Harvest held 4,444 shares of iShares Core S&P US Growth ETF worth $689K as of Q1 2026.
PGIM Custom Harvest bought 316 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $52K.
iShares Core S&P US Growth ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #149 holding.
PGIM Custom Harvest first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
PGIM Custom Harvest's iShares Core S&P US Growth ETF position peaked at $693K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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