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Pinnacle Wealth Planning Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.3K Hold
150
– – ﹤0.01% 2133
2026
Q1 		$6.28K Hold
150
– – ﹤0.01% 2190
2025
Q4 		$7.19K Buy
+150
New +$7.35K ﹤0.01% 2154

Other funds holding IHF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's IHF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 150 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Pinnacle Wealth Planning Services first reported a position in IHF in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 150 shares of iShares US Healthcare Providers ETF worth $8.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2133 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Healthcare Providers ETF in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.