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Pinkerton Retirement Specialists’s iShares US Healthcare ETF IYH Stock Holding History

Pinkerton Retirement Specialists’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 		– Sell
-861,189
Closed -$56.1M – 126
2026
Q1 		$56.1M Buy
861,189
+245,351
+40% +$15.9M 5.1% 4
2025
Q4 		$40.1M Buy
+615,838
New +$38.9M 4.11% 5

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

Pinkerton Retirement Specialists's IYH Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 861,189 shares — an estimated $56.1M sold.

Pinkerton Retirement Specialists first reported a position in IYH in Q4 2025 and held it in 2 quarters. The position peaked at $56.1M in Q1 2026. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Pinkerton Retirement Specialists reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 861,189 iShares US Healthcare ETF shares in Q2 2026, an estimated $56.1M.
  • Pinkerton Retirement Specialists first reported a position in iShares US Healthcare ETF in Q4 2025 and held it in 2 quarters.
  • Pinkerton Retirement Specialists's iShares US Healthcare ETF position peaked at $56.1M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.