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

Pinnacle Wealth Management 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
2026 Q1	–	Sell	-3,506	Closed	-$228K	–	566
2025 Q4	$228K	Hold	3,506	–	–	0.02%	476
2025 Q3	$206K	Buy	+3,506	New	+$200K	0.02%	383
2025 Q2	–	Sell	-3,506	Closed	-$213K	–	376
2025 Q1	$213K	Buy	3,506 +42	+1%	+$2.57K	0.02%	338
2024 Q4	$202K	Sell	3,464 -136	-4%	-$8.4K	0.02%	345
2024 Q3	$234K	Hold	3,600	–	–	0.02%	317
2024 Q2	$221K	Hold	3,600	–	–	0.02%	321
2024 Q1	$223K	Hold	3,600	–	–	0.02%	316
2023 Q4	$206K	Buy	+3,600	New	+$196K	0.02%	310

Other funds holding IYH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IYH Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares US Healthcare ETF (IYH) in Q1 2026, closing a stake of 3,506 shares — an estimated $228K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IYH in Q4 2023 and held it in 8 quarters. The position peaked at $234K in Q3 2024. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

Pinnacle Wealth Management Advisory Group reported no remaining iShares US Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 3,506 iShares US Healthcare ETF shares in Q1 2026, an estimated $228K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2023 and held it in 8 quarters.
Pinnacle Wealth Management Advisory Group's iShares US Healthcare ETF position peaked at $234K in Q3 2024.
513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.