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

Comprehensive 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 Q2	$8.25K	Buy	23 +1	+5%	+$358	﹤0.01%	300
2026 Q1	$7.16K	Hold	22	–	–	0.01%	285
2025 Q4	$7.7K	Hold	22	–	–	0.01%	274
2025 Q3	$7.45K	Hold	22	–	–	0.01%	261
2025 Q2	$6.8K	Hold	22	–	–	0.01%	253
2025 Q1	$6.04K	Hold	22	–	–	0.01%	243
2024 Q4	$6.42K	Buy	+22	New	+$6.29K	0.01%	267

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

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

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

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Comprehensive Financial Planning's OEF Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares S&P 100 ETF (OEF) stake by 4.5% in Q2 2026, buying an estimated $358 and bringing the position to 23 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Comprehensive Financial Planning first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Comprehensive Financial Planning held 23 shares of iShares S&P 100 ETF worth $8.25K as of Q2 2026.
Comprehensive Financial Planning bought 1 iShares S&P 100 ETF share in Q2 2026, an estimated $358.
iShares S&P 100 ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #300 holding.
Comprehensive Financial Planning first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.