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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15	Closed	-$5.14K	–	705
2025 Q4	$5.14K	Buy	+15	New	+$5.1K	﹤0.01%	554
2020 Q2	–	Sell	-1,139	Closed	-$135K	–	531
2020 Q1	$135K	Buy	1,139 +739	+185%	+$102K	0.05%	122
2019 Q4	$58K	Buy	+400	New	+$54.9K	0.01%	174

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Center for Financial Planning's OEF Position: Q1 2026 in Review

Center for Financial Planning sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 15 shares — an estimated $5.14K sold.

Center for Financial Planning first reported a position in OEF in Q4 2019 and held it in 3 quarters. The position peaked at $135K in Q1 2020. 1,007 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Center for Financial Planning reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 15 iShares S&P 100 ETF shares in Q1 2026, an estimated $5.14K.
Center for Financial Planning first reported a position in iShares S&P 100 ETF in Q4 2019 and held it in 3 quarters.
Center for Financial Planning's iShares S&P 100 ETF position peaked at $135K in Q1 2020.
1,007 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.