Pinnacle Associates’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
17,606
+4,300
| +32% | +$243K | 0.01% | 508 |
|
|
2025
Q1 | $810K | Buy |
13,306
+42
| +0.3% | +$2.56K | 0.01% | 521 |
|
|
2024
Q4 | $773K | Buy |
13,264
+9,144
| +222% | +$533K | 0.01% | 524 |
|
|
2024
Q3 | $1.18M | Sell |
4,120
-16,480
| -80% | -$4.72M | 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% | +$206K | 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% | -$54.9K | 0.02% | 424 |
|
|
2022
Q4 | $1.02M | Buy |
18,005
+5
| +0% | +$284 | 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% | +$13.6K | 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% | +$11.4K | 0.02% | 405 |
|
|
2020
Q2 | $755K | Hold |
17,500
| – | – | 0.02% | 418 |
|
|
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% | 481 |
|
|
2019
Q2 | $683K | Sell |
17,500
-810
| -4% | -$31.6K | 0.02% | 480 |
|
|
2019
Q1 | $710K | Buy |
18,310
+1,835
| +11% | +$71.2K | 0.02% | 474 |
|
|
2018
Q4 | $596K | Hold |
16,475
| – | – | 0.02% | 480 |
|
|
2018
Q3 | $669K | Sell |
16,475
-200
| -1% | -$8.12K | 0.01% | 478 |
|
|
2018
Q2 | $594K | Buy |
16,675
+50
| +0.3% | +$1.78K | 0.01% | 497 |
|
|
2018
Q1 | $574K | Buy |
+16,625
| New | +$574K | 0.01% | 494 |
|