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PGIM Custom Harvest’s iShares US Technology ETF IYW Stock Holding History

PGIM Custom Harvest’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$825M Buy
4,545,590
+191,049
+4% +$36.9M 12.88% 1
2025
Q4 		$870M Buy
4,354,541
+27,355
+0.6% +$5.47M 12.84% 1
2025
Q3 		$848M Sell
4,327,186
-35,359
-0.8% -$6.47M 12.76% 1
2025
Q2 		$756M Sell
4,362,545
-166,216
-4% -$25.2M 15.57% 1
2025
Q1 		$636M Buy
4,528,761
+192,008
+4% +$29.9M 15.2% 1
2024
Q4 		$692M Sell
4,336,753
-183,739
-4% -$29.1M 13.52% 1
2024
Q3 		$685M Sell
4,520,492
-82,976
-2% -$12.2M 13.87% 1
2024
Q2 		$693M Buy
4,603,468
+257,739
+6% +$35.6M 15.47% 1
2024
Q1 		$587M Buy
4,345,729
+98,466
+2% +$12.8M 14.53% 1
2023
Q4 		$521M Sell
4,247,263
-64,611
-1% -$7.32M 15.49% 1
2023
Q3 		$452M Buy
4,311,874
+81,615
+2% +$8.88M 16.7% 1
2023
Q2 		$461M Sell
4,230,259
-32,272
-0.8% -$3.17M 17.37% 1
2023
Q1 		$396M Sell
4,262,531
-27,206
-0.6% -$2.28M 16.42% 1
2022
Q4 		$320M Buy
+4,289,737
New +$328M 14.45% 1
2021
Q3 		$18.4M Buy
181,955
+61,446
+51% +$6.41M 2.79% 7
2021
Q2 		$12M Buy
120,509
+42,897
+55% +$4M 2.21% 12
2021
Q1 		$6.81M Buy
77,612
+51,600
+198% +$4.52M 1.67% 21
2020
Q4 		$2.21M Buy
+26,012
New +$2.08M 0.73% 35

Other funds holding IYW

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares US Technology ETF (IYW) stake by 4.4% in Q1 2026, buying an estimated $36.9M and bringing the position to 4,545,590 shares worth $825M. The position accounts for 12.88% of the portfolio, ranked #1.

PGIM Custom Harvest first reported a position in IYW in Q4 2020 and has held it in 18 quarters since. The position peaked at $870M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • PGIM Custom Harvest held 4,545,590 shares of iShares US Technology ETF worth $825M as of Q1 2026.
  • PGIM Custom Harvest bought 191,049 iShares US Technology ETF shares in Q1 2026, an estimated $36.9M.
  • iShares US Technology ETF made up 12.88% of PGIM Custom Harvest's portfolio in Q1 2026, its #1 holding.
  • PGIM Custom Harvest first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 18 quarters since.
  • PGIM Custom Harvest's iShares US Technology ETF position peaked at $870M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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