PCH
IYF icon

PGIM Custom Harvest’s iShares US Financials ETF IYF Stock Holding History

PGIM Custom Harvest’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137M Buy
1,072,262
+2,787
+0.3% +$346K 1.71% 15
2026
Q1 		$126M Buy
1,069,475
+479,550
+81% +$59.5M 1.97% 14
2025
Q4 		$76.1M Sell
589,925
-12,109
-2% -$1.52M 1.12% 17
2025
Q3 		$76.2M Buy
602,034
+6,424
+1% +$795K 1.15% 19
2025
Q2 		$72.1M Sell
595,610
-52,825
-8% -$5.95M 1.48% 16
2025
Q1 		$73.2M Buy
648,435
+137,864
+27% +$15.8M 1.75% 17
2024
Q4 		$56.5M Buy
510,571
+28,829
+6% +$3.21M 1.1% 20
2024
Q3 		$50.1M Buy
481,742
+37,876
+9% +$3.8M 1.01% 22
2024
Q2 		$42M Buy
443,866
+119,868
+37% +$11.2M 0.94% 22
2024
Q1 		$31M Sell
323,998
-15,245
-4% -$1.36M 0.77% 26
2023
Q4 		$29M Buy
339,243
+88,939
+36% +$6.93M 0.86% 24
2023
Q3 		$18.7M Buy
250,304
+81,729
+48% +$6.3M 0.69% 23
2023
Q2 		$12.6M Sell
168,575
-35,119
-17% -$2.53M 0.47% 33
2023
Q1 		$14.5M Buy
203,694
+60,069
+42% +$4.62M 0.6% 26
2022
Q4 		$10.8M Buy
+143,625
New +$10.8M 0.49% 32
2021
Q3 		$3.62M Buy
43,791
+6,617
+18% +$549K 0.55% 45
2021
Q2 		$3.01M Buy
37,174
+18,095
+95% +$1.45M 0.56% 43
2021
Q1 		$1.43M Buy
19,079
+6,597
+53% +$469K 0.35% 58
2020
Q4 		$833K Buy
+12,482
New +$770K 0.27% 65

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares US Financials ETF (IYF) stake by 0.26% in Q2 2026, buying an estimated $346K and bringing the position to 1,072,262 shares worth $137M. The position accounts for 1.71% of the portfolio, ranked #15.

PGIM Custom Harvest first reported a position in IYF in Q4 2020 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • PGIM Custom Harvest held 1,072,262 shares of iShares US Financials ETF worth $137M as of Q2 2026.
  • PGIM Custom Harvest bought 2,787 iShares US Financials ETF shares in Q2 2026, an estimated $346K.
  • iShares US Financials ETF made up 1.71% of PGIM Custom Harvest's portfolio in Q2 2026, its #15 holding.
  • PGIM Custom Harvest first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 19 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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