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 Q2	$221K	Buy	+3,292	New	+$206K	0.01%	508
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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IYH Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in iShares US Healthcare ETF (IYH) in Q2 2026: 3,292 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in IYH as recently as Q4 2025.

Pinnacle Wealth Management Advisory Group first reported a position in IYH in Q4 2023 and has held it in 9 quarters since. The position peaked at $234K in Q3 2024. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 3,292 shares of iShares US Healthcare ETF worth $221K as of Q2 2026.
iShares US Healthcare ETF was a new Pinnacle Wealth Management Advisory Group position in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #508 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 9 quarters since.
Pinnacle Wealth Management Advisory Group's iShares US Healthcare ETF position peaked at $234K in Q3 2024.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.