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PGIM Custom Harvest’s iShares US Financial Services ETF IYG Stock Holding History

PGIM Custom Harvest’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8M Sell
362,421
-2,891
-0.8% -$254K 0.41% 43
2026
Q1 		$30.3M Buy
365,312
+69,405
+23% +$6.09M 0.47% 41
2025
Q4 		$27.3M Sell
295,907
-4,855
-2% -$433K 0.4% 41
2025
Q3 		$27M Sell
300,762
-4,274
-1% -$376K 0.41% 38
2025
Q2 		$26.1M Buy
305,036
+90,472
+42% +$7.18M 0.54% 30
2025
Q1 		$16.9M Buy
214,564
+78,102
+57% +$6.29M 0.4% 36
2024
Q4 		$10.6M Buy
136,462
+17,071
+14% +$1.32M 0.21% 46
2024
Q3 		$8.48M Buy
119,391
+2,043
+2% +$140K 0.17% 48
2024
Q2 		$7.65M Buy
117,348
+11,230
+11% +$729K 0.17% 49
2024
Q1 		$7.04M Sell
106,118
-2,614
-2% -$162K 0.17% 47
2023
Q4 		$6.5M Buy
108,732
+57,879
+114% +$3.12M 0.19% 48
2023
Q3 		$2.62M Buy
50,853
+915
+2% +$49.5K 0.1% 65
2023
Q2 		$2.63M Sell
49,938
-3,531
-7% -$179K 0.1% 65
2023
Q1 		$2.69M Buy
53,469
+27,279
+104% +$1.49M 0.11% 67
2022
Q4 		$1.38M Buy
+26,190
New +$1.37M 0.06% 82

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

PGIM Custom Harvest reduced its iShares US Financial Services ETF (IYG) stake by 0.79% in Q2 2026, selling an estimated $254K and leaving 362,421 shares worth $32.8M. The position accounts for 0.41% of the portfolio, ranked #43.

PGIM Custom Harvest first reported a position in IYG in Q4 2022 and has held it in 15 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • PGIM Custom Harvest held 362,421 shares of iShares US Financial Services ETF worth $32.8M as of Q2 2026.
  • PGIM Custom Harvest sold 2,891 iShares US Financial Services ETF shares in Q2 2026, an estimated $254K.
  • iShares US Financial Services ETF made up 0.41% of PGIM Custom Harvest's portfolio in Q2 2026, its #43 holding.
  • PGIM Custom Harvest first reported a position in iShares US Financial Services ETF in Q4 2022 and has held it in 15 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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