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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
Q2 		$1.25M Buy
6,649
+2,205
+50% +$398K 0.02% 135
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares Core S&P US Growth ETF (IUSG) stake by 50% in Q2 2026, buying an estimated $398K and bringing the position to 6,649 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #135.

PGIM Custom Harvest first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • PGIM Custom Harvest held 6,649 shares of iShares Core S&P US Growth ETF worth $1.25M as of Q2 2026.
  • PGIM Custom Harvest bought 2,205 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $398K.
  • iShares Core S&P US Growth ETF made up 0.02% of PGIM Custom Harvest's portfolio in Q2 2026, its #135 holding.
  • PGIM Custom Harvest first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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