Phillips Financial Management’s iShares S&P 100 ETF OEF Stock Holding History

Phillips Financial Management’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 Q3	$30K	Buy
2024 Q4	–	Sell
2024 Q3	$1.4K	Hold
2024 Q2	$1.33K	Hold
2024 Q1	$1.24K	Sell
2023 Q4	$3.36K	Buy