LifePlan Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Buy	4,164 +1,426	+52%	+$434K	0.63%	48
2025 Q1	$742K	Buy	+2,738	New	+$742K	0.43%	59
2024 Q1	–	Sell	-1,207	Closed	-$270K	–	84
2023 Q4	$270K	Buy	+1,207	New	+$270K	0.25%	57