PGIM Custom Harvest’s iShares US Telecommunications ETF IYZ Stock Holding History

PGIM Custom Harvest’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.7M	Buy	87,464 +1,139	+1%	+$48.4K	0.05%	88
2026 Q1	$3.39M	Hold	86,325	–	–	0.05%	82
2025 Q4	$2.93M	Buy	86,325 +2,224	+3%	+$72.9K	0.04%	90
2025 Q3	$2.71M	Hold	84,101	–	–	0.04%	89
2025 Q2	$2.5M	Sell	84,101 -63	-0.1%	-$1.73K	0.05%	77
2025 Q1	$2.31M	Hold	84,164	–	–	0.06%	76
2024 Q4	$2.26M	Sell	84,164 -273	-0.3%	-$7.29K	0.04%	84
2024 Q3	$2.13M	Sell	84,437 -5,144	-6%	-$118K	0.04%	82
2024 Q2	$1.95M	Sell	89,581 -20,794	-19%	-$441K	0.04%	86
2024 Q1	$2.43M	Hold	110,375	–	–	0.06%	71
2023 Q4	$2.51M	Sell	110,375 -377,075	-77%	-$8.08M	0.07%	73
2023 Q3	$10.4M	Sell	487,450 -136,636	-22%	-$3.02M	0.38%	35
2023 Q2	$13.8M	Sell	624,086 -294,342	-32%	-$6.43M	0.52%	31
2023 Q1	$21.3M	Sell	918,428 -90,913	-9%	-$2.12M	0.88%	19
2022 Q4	$22.6M	Buy	+1,009,341	New	+$22.5M	1.02%	19

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

PGIM Custom Harvest increased its iShares US Telecommunications ETF (IYZ) stake by 1.3% in Q2 2026, buying an estimated $48.4K and bringing the position to 87,464 shares worth $3.7M. The position accounts for 0.05% of the portfolio, ranked #88.

PGIM Custom Harvest first reported a position in IYZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.6M in Q4 2022. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

PGIM Custom Harvest held 87,464 shares of iShares US Telecommunications ETF worth $3.7M as of Q2 2026.
PGIM Custom Harvest bought 1,139 iShares US Telecommunications ETF shares in Q2 2026, an estimated $48.4K.
iShares US Telecommunications ETF made up 0.05% of PGIM Custom Harvest's portfolio in Q2 2026, its #88 holding.
PGIM Custom Harvest first reported a position in iShares US Telecommunications ETF in Q4 2022 and has held it in 15 quarters since.
PGIM Custom Harvest's iShares US Telecommunications ETF position peaked at $22.6M in Q4 2022.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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