Pinnacle Associates’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.24M | Hold |
17,392
| – | – | 0.01% | 489 |
|
|
2026
Q2 | $1.17M | Buy |
17,392
+325
| +2% | +$20.3K | 0.01% | 501 |
|
|
2026
Q1 | $1.05M | Sell |
17,067
-539
| -3% | -$34.8K | 0.01% | 510 |
|
|
2025
Q4 | $1.15M | Hold |
17,606
| – | – | 0.01% | 492 |
|
|
2025
Q3 | $1.03M | Hold |
17,606
| – | – | 0.01% | 506 |
|
|
2025
Q2 | $994K | Buy |
17,606
+4,300
| +32% | +$243K | 0.01% | 508 |
|
|
2025
Q1 | $810K | Buy |
13,306
+42
| +0.3% | +$2.57K | 0.01% | 521 |
|
|
2024
Q4 | $773K | Buy |
13,264
+9,144
| +222% | +$565K | 0.01% | 524 |
|
|
2024
Q3 | $1.18M | Sell |
4,120
-16,480
| -80% | -$1.05M | 0.02% | 441 |
|
|
2024
Q2 | $1.26M | Hold |
20,600
| – | – | 0.02% | 428 |
|
|
2024
Q1 | $1.28M | Hold |
20,600
| – | – | 0.02% | 443 |
|
|
2023
Q4 | $1.18M | Buy |
20,600
+3,600
| +21% | +$196K | 0.02% | 448 |
|
|
2023
Q3 | $918K | Hold |
17,000
| – | – | 0.02% | 471 |
|
|
2023
Q2 | $953K | Hold |
17,000
| – | – | 0.02% | 473 |
|
|
2023
Q1 | $928K | Sell |
17,000
-1,005
| -6% | -$55.1K | 0.02% | 424 |
|
|
2022
Q4 | $1.02M | Buy |
18,005
+5
| +0% | +$276 | 0.02% | 398 |
|
|
2022
Q3 | $911K | Hold |
18,000
| – | – | 0.02% | 409 |
|
|
2022
Q2 | $968K | Hold |
18,000
| – | – | 0.02% | 412 |
|
|
2022
Q1 | $1.04M | Hold |
18,000
| – | – | 0.02% | 443 |
|
|
2021
Q4 | $1.08M | Hold |
18,000
| – | – | 0.02% | 439 |
|
|
2021
Q3 | $993K | Hold |
18,000
| – | – | 0.02% | 442 |
|
|
2021
Q2 | $982K | Buy |
18,000
+250
| +1% | +$13.2K | 0.02% | 436 |
|
|
2021
Q1 | $896K | Hold |
17,750
| – | – | 0.02% | 434 |
|
|
2020
Q4 | $873K | Hold |
17,750
| – | – | 0.02% | 417 |
|
|
2020
Q3 | $807K | Buy |
17,750
+250
| +1% | +$11.3K | 0.02% | 405 |
|
|
2020
Q2 | $755K | Hold |
17,500
| – | – | 0.02% | 419 |
|
|
2020
Q1 | $657K | Hold |
17,500
| – | – | 0.02% | 410 |
|
|
2019
Q4 | $755K | Hold |
17,500
| – | – | 0.02% | 463 |
|
|
2019
Q3 | $662K | Hold |
17,500
| – | – | 0.02% | 482 |
|
|
2019
Q2 | $683K | Sell |
17,500
-810
| -4% | -$30.7K | 0.02% | 480 |
|
|
2019
Q1 | $710K | Buy |
18,310
+1,835
| +11% | +$69.7K | 0.02% | 474 |
|
|
2018
Q4 | $596K | Hold |
16,475
| – | – | 0.02% | 480 |
|
|
2018
Q3 | $669K | Sell |
16,475
-200
| -1% | -$7.72K | 0.01% | 478 |
|
|
2018
Q2 | $594K | Buy |
16,675
+50
| +0.3% | +$1.76K | 0.01% | 497 |
|
|
2018
Q1 | $574K | Buy |
+16,625
| New | +$598K | 0.01% | 494 |
|
Other funds holding IYH
CCM
Pinnacle Associates's IYH Position: Q3 2026 in Review
Pinnacle Associates held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 17,392 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #489.
Pinnacle Associates first reported a position in IYH in Q1 2018 and has held it in 35 quarters since. The position peaked at $1.28M in Q1 2024. 249 funds tracked by Wall St. Rank hold IYH as of Q3 2026.
- Pinnacle Associates held 17,392 shares of iShares US Healthcare ETF worth $1.24M as of Q3 2026.
- Pinnacle Associates left its iShares US Healthcare ETF share count unchanged in Q3 2026.
- iShares US Healthcare ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #489 holding.
- Pinnacle Associates first reported a position in iShares US Healthcare ETF in Q1 2018 and has held it in 35 quarters since.
- Pinnacle Associates's iShares US Healthcare ETF position peaked at $1.28M in Q1 2024.
- 249 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.
Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.