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Pinnacle Associates’s iShares US Healthcare ETF IYH Stock Holding History

Pinnacle Associates’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 		$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% -$7.71K 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

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

Pinnacle Associates's IYH Position: Q2 2026 in Review

Pinnacle Associates increased its iShares US Healthcare ETF (IYH) stake by 1.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 17,392 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #501.

Pinnacle Associates first reported a position in IYH in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.28M in Q1 2024. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Pinnacle Associates held 17,392 shares of iShares US Healthcare ETF worth $1.17M as of Q2 2026.
  • Pinnacle Associates bought 325 iShares US Healthcare ETF shares in Q2 2026, an estimated $20.3K.
  • iShares US Healthcare ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #501 holding.
  • Pinnacle Associates first reported a position in iShares US Healthcare ETF in Q1 2018 and has held it in 34 quarters since.
  • Pinnacle Associates's iShares US Healthcare ETF position peaked at $1.28M in Q1 2024.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.