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PGIM Custom Harvest’s iShares US Healthcare ETF IYH Stock Holding History

PGIM Custom Harvest’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.7M Sell
1,054,594
-13,859
-1% -$867K 0.89% 23
2026
Q1 		$65.9M Buy
1,068,453
+370,188
+53% +$23.9M 1.03% 21
2025
Q4 		$45.5M Sell
698,265
-2,020
-0.3% -$127K 0.67% 28
2025
Q3 		$41.1M Buy
700,285
+24,567
+4% +$1.4M 0.62% 32
2025
Q2 		$38.2M Sell
675,718
-280,799
-29% -$15.8M 0.79% 26
2025
Q1 		$58.2M Sell
956,517
-10,816
-1% -$661K 1.39% 18
2024
Q4 		$56.4M Buy
967,333
+86,300
+10% +$5.33M 1.1% 21
2024
Q3 		$57.3M Sell
881,033
-26,470
-3% -$1.69M 1.16% 20
2024
Q2 		$55.6M Buy
907,503
+399,144
+79% +$24M 1.24% 20
2024
Q1 		$31.5M Sell
508,359
-22,701
-4% -$1.37M 0.78% 25
2023
Q4 		$30.4M Buy
531,060
+19,330
+4% +$1.05M 0.9% 23
2023
Q3 		$27.6M Buy
511,730
+113,565
+29% +$6.35M 1.02% 21
2023
Q2 		$22.3M Buy
398,165
+22,770
+6% +$1.27M 0.84% 21
2023
Q1 		$20.5M Buy
375,395
+88,420
+31% +$4.85M 0.85% 20
2022
Q4 		$16.3M Buy
+286,975
New +$15.8M 0.74% 22
2021
Q3 		$10.9M Buy
198,385
+77,090
+64% +$4.41M 1.66% 19
2021
Q2 		$6.62M Buy
121,295
+9,220
+8% +$488K 1.22% 26
2021
Q1 		$5.66M Buy
112,075
+72,235
+181% +$3.63M 1.39% 25
2020
Q4 		$1.96M Buy
+39,840
New +$1.88M 0.64% 39

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PGIM Custom Harvest reduced its iShares US Healthcare ETF (IYH) stake by 1.3% in Q2 2026, selling an estimated $867K and leaving 1,054,594 shares worth $70.7M. The position accounts for 0.89% of the portfolio, ranked #23.

PGIM Custom Harvest first reported a position in IYH in Q4 2020 and has held it in 19 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • PGIM Custom Harvest held 1,054,594 shares of iShares US Healthcare ETF worth $70.7M as of Q2 2026.
  • PGIM Custom Harvest sold 13,859 iShares US Healthcare ETF shares in Q2 2026, an estimated $867K.
  • iShares US Healthcare ETF made up 0.89% of PGIM Custom Harvest's portfolio in Q2 2026, its #23 holding.
  • PGIM Custom Harvest first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 19 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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