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PGIM Custom Harvest’s iShares US Consumer Discretionary ETF IYC Stock Holding History

PGIM Custom Harvest’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.8M Sell
957,813
-17,470
-2% -$1.78M 1.45% 19
2025
Q4 		$101M Sell
975,283
-19,250
-2% -$1.98M 1.49% 14
2025
Q3 		$104M Sell
994,533
-32,757
-3% -$3.36M 1.57% 15
2025
Q2 		$102M Buy
1,027,290
+53,074
+5% +$4.92M 2.11% 12
2025
Q1 		$86M Buy
974,216
+140,794
+17% +$13.4M 2.06% 14
2024
Q4 		$80.1M Sell
833,422
-40,871
-5% -$3.81M 1.57% 17
2024
Q3 		$76.9M Buy
874,293
+166,586
+24% +$13.8M 1.56% 17
2024
Q2 		$57.5M Buy
707,707
+310,589
+78% +$24.7M 1.28% 19
2024
Q1 		$32.6M Sell
397,118
-18,509
-4% -$1.44M 0.81% 24
2023
Q4 		$31.5M Buy
415,627
+200,027
+93% +$13.9M 0.94% 22
2023
Q3 		$14.4M Sell
215,600
-2,443
-1% -$172K 0.53% 30
2023
Q2 		$15.5M Buy
218,043
+11,223
+5% +$737K 0.59% 26
2023
Q1 		$13.4M Sell
206,820
-24,602
-11% -$1.54M 0.56% 30
2022
Q4 		$13.2M Buy
+231,422
New +$13.8M 0.6% 27
2021
Q3 		$11.2M Buy
144,882
+28,770
+25% +$2.26M 1.7% 17
2021
Q2 		$9.01M Buy
116,112
+52,527
+83% +$4.03M 1.66% 17
2021
Q1 		$4.76M Buy
63,585
+20,229
+47% +$1.47M 1.17% 28
2020
Q4 		$3.06M Buy
+43,356
New +$2.88M 1.01% 26

Other funds holding IYC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

PGIM Custom Harvest reduced its iShares US Consumer Discretionary ETF (IYC) stake by 1.8% in Q1 2026, selling an estimated $1.78M and leaving 957,813 shares worth $92.8M. The position accounts for 1.45% of the portfolio, ranked #19.

PGIM Custom Harvest first reported a position in IYC in Q4 2020 and has held it in 18 quarters since. The position peaked at $104M in Q3 2025. 251 funds tracked by Wall St. Rank hold IYC as of Q1 2026.

  • PGIM Custom Harvest held 957,813 shares of iShares US Consumer Discretionary ETF worth $92.8M as of Q1 2026.
  • PGIM Custom Harvest sold 17,470 iShares US Consumer Discretionary ETF shares in Q1 2026, an estimated $1.78M.
  • iShares US Consumer Discretionary ETF made up 1.45% of PGIM Custom Harvest's portfolio in Q1 2026, its #19 holding.
  • PGIM Custom Harvest first reported a position in iShares US Consumer Discretionary ETF in Q4 2020 and has held it in 18 quarters since.
  • PGIM Custom Harvest's iShares US Consumer Discretionary ETF position peaked at $104M in Q3 2025.
  • 251 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2026.

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