Ownership history in Reliant Wealth Planning · 13 quarters on record
This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 43,004 | -577 | -1.3% | 0.35% | $1.1M | $24.93 |
| 2025 Q2 | ADDED | 43,581 | +577 | +1.3% | 0.43% | $1.1M | $24.66 |
| 2025 Q1 | REDUCED | 43,004 | -4,384 | -9.3% | 0.49% | $1.1M | $24.38 |
| 2024 Q4 | ADDED | 47,388 | +16,051 | +51.2% | 0.56% | $1.2M | $24.12 |
| 2024 Q3 | ADDED | 31,337 | +3,987 | +14.6% | 0.34% | $787K | $23.86 |
| 2024 Q2 | ADDED | 27,350 | +2,275 | +9.1% | 0.31% | $680K | $23.40 |
| 2024 Q1 | UNCHANGED | 25,075 | — | 0% | 0.30% | $622K | $23.14 |
| 2023 Q4 | ADDED | 25,075 | +2,825 | +12.7% | 0.30% | $621K | $22.95 |
| 2023 Q3 | REDUCED | 22,250 | -146,779 | -86.8% | 0.29% | $542K | $22.32 |
| 2023 Q1 | REDUCED | 169,029 | -737 | -0.4% | 2.57% | $4.1M | $22.11 |
As of 2025 Q4 — sorted by position size