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Pinnacle Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		$1.26M Sell
25,025
-655
-3% -$32.9K 0.06% 103
2020
Q4 		$1.26M Sell
25,680
-2,220
-8% -$105K 0.08% 85
2020
Q3 		$1.27M Sell
27,900
-2,520
-8% -$114K 0.08% 81
2020
Q2 		$1.31M Buy
30,420
+2,065
+7% +$87.2K 0.09% 78
2020
Q1 		$1.06M Sell
28,355
-19,120
-40% -$786K 0.1% 74
2019
Q4 		$2.05M Sell
47,475
-1,405
-3% -$56.7K 0.14% 59
2019
Q3 		$1.85M Buy
48,880
+22,745
+87% +$875K 0.13% 56
2019
Q2 		$1.02M Buy
26,135
+2,135
+9% +$80.8K 0.07% 86
2019
Q1 		$930K Buy
+24,000
New +$912K 0.07% 85
2018
Q4 		– Sell
-46,525
Closed -$1.89M – 162
2018
Q3 		$1.89M Sell
46,525
-10,050
-18% -$388K 0.13% 46
2018
Q2 		$2.02M Buy
56,575
+3,020
+6% +$106K 0.12% 47
2018
Q1 		$1.85M Buy
53,555
+2,565
+5% +$92.3K 0.11% 48
2017
Q4 		$1.78M Buy
50,990
+1,740
+4% +$60.4K 0.1% 53
2017
Q3 		$1.69M Buy
49,250
+8,605
+21% +$290K 0.1% 50
2017
Q2 		$1.35M Sell
40,645
-945
-2% -$30.2K 0.09% 61
2017
Q1 		$1.29M Buy
41,590
+11,180
+37% +$341K 0.08% 59
2016
Q4 		$877K Sell
30,410
-3,700
-11% -$107K 0.06% 72
2016
Q3 		$994K Buy
34,110
+1,750
+5% +$53.5K 0.08% 45
2016
Q2 		$959K Buy
+32,360
New +$945K 0.07% 42

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pinnacle Advisory Group's IYH Position: Q1 2021 in Review

Pinnacle Advisory Group reduced its iShares US Healthcare ETF (IYH) stake by 2.6% in Q1 2021, selling an estimated $32.9K and leaving 25,025 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #103.

Pinnacle Advisory Group first reported a position in IYH in Q2 2016 and has held it in 19 quarters since. The position peaked at $2.05M in Q4 2019. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

  • Pinnacle Advisory Group held 25,025 shares of iShares US Healthcare ETF worth $1.26M as of Q1 2021.
  • Pinnacle Advisory Group sold 655 iShares US Healthcare ETF shares in Q1 2021, an estimated $32.9K.
  • iShares US Healthcare ETF made up 0.06% of Pinnacle Advisory Group's portfolio in Q1 2021, its #103 holding.
  • Pinnacle Advisory Group first reported a position in iShares US Healthcare ETF in Q2 2016 and has held it in 19 quarters since.
  • Pinnacle Advisory Group's iShares US Healthcare ETF position peaked at $2.05M in Q4 2019.
  • 360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.