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Pinnacle Private Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$2.14M Sell
39,740
-1,050
-3% -$57.6K 0.84% 21
2022
Q1 		$2.36M Buy
40,790
+40
+0.1% +$2.23K 0.73% 27
2021
Q4 		$2.45M Buy
+40,750
New +$2.33M 0.77% 23

Other funds holding IYH

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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Private Wealth's IYH Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares US Healthcare ETF (IYH) stake by 2.6% in Q2 2022, selling an estimated $57.6K and leaving 39,740 shares worth $2.14M. The position accounts for 0.84% of the portfolio, ranked #21.

Pinnacle Private Wealth first reported a position in IYH in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.45M in Q4 2021. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

  • Pinnacle Private Wealth held 39,740 shares of iShares US Healthcare ETF worth $2.14M as of Q2 2022.
  • Pinnacle Private Wealth sold 1,050 iShares US Healthcare ETF shares in Q2 2022, an estimated $57.6K.
  • iShares US Healthcare ETF made up 0.84% of Pinnacle Private Wealth's portfolio in Q2 2022, its #21 holding.
  • Pinnacle Private Wealth first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares US Healthcare ETF position peaked at $2.45M in Q4 2021.
  • 420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.