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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
Q2 		$568K Buy
5,153
+1,469
+40% +$159K 0.01% 183
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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: Q2 2026 in Review

PGIM Custom Harvest increased its iShares Core S&P US Value ETF (IUSV) stake by 40% in Q2 2026, buying an estimated $159K and bringing the position to 5,153 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #183.

PGIM Custom Harvest first reported a position in IUSV in Q2 2024 and has held it in 9 quarters since. 811 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • PGIM Custom Harvest held 5,153 shares of iShares Core S&P US Value ETF worth $568K as of Q2 2026.
  • PGIM Custom Harvest bought 1,469 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $159K.
  • iShares Core S&P US Value ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #183 holding.
  • PGIM Custom Harvest first reported a position in iShares Core S&P US Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 811 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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