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PGIM Custom Harvest’s iShares Core S&P US Value ETF IUSV Stock Holding History

PGIM Custom Harvest’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$377K Hold
3,684
– – 0.01% 207
2025
Q4 		$378K Sell
3,684
-2
-0.1% -$203 0.01% 195
2025
Q3 		$368K Buy
3,686
+976
+36% +$95K 0.01% 189
2025
Q2 		$256K Sell
2,710
-988
-27% -$89.2K 0.01% 213
2025
Q1 		$341K Buy
3,698
+845
+30% +$79.3K 0.01% 185
2024
Q4 		$264K Buy
2,853
+117
+4% +$11.3K 0.01% 213
2024
Q3 		$261K Buy
2,736
+370
+16% +$34K 0.01% 204
2024
Q2 		$209K Buy
+2,366
New +$209K ﹤0.01% 221

Other funds holding IUSV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

PGIM Custom Harvest held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 3,684 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #207.

PGIM Custom Harvest first reported a position in IUSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $378K in Q4 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • PGIM Custom Harvest held 3,684 shares of iShares Core S&P US Value ETF worth $377K as of Q1 2026.
  • PGIM Custom Harvest left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Value ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #207 holding.
  • PGIM Custom Harvest first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 8 quarters since.
  • PGIM Custom Harvest's iShares Core S&P US Value ETF position peaked at $378K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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