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Essential Planning’s iShares US Insurance ETF IAK Stock Holding History

Essential Planning’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,675
Closed -$1.65M – 168
2024
Q4 		$1.65M Buy
+12,675
New +$1.65M 0.01% 204