Center for Financial Planning’s iShares S&P 100 ETF OEF Stock Holding History

Center for Financial Planning’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.14K	Buy
2020 Q2	–	Sell
2020 Q1	$135K	Buy
2019 Q4	$58K	Buy