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Essential Planning’s iShares US Healthcare ETF IYH Stock Holding History

Essential Planning’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,150
Closed -$442K – 196
2024
Q4 		$442K Buy
+7,150
New +$442K ﹤0.01% 273