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Essential Planning’s iShares Dow Jones US ETF IYY Stock Holding History

Essential Planning’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27,300
Closed -$3.92M – 197
2024
Q4 		$3.92M Buy
+27,300
New +$3.92M 0.03% 137