IBDR — ISHARES TR

Ownership history in Reliant Wealth Planning  ·  10 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IBDR). 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.

Peak position
0.58% (2024 Q4)
Avg. % of fund
0.4%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 56,432 +999 +1.8% 0.43% $1.4M $24.07
2025 Q3 ADDED 55,433 +5,893 +11.9% 0.44% $1.3M $23.80
2025 Q2 ADDED 49,540 +2,282 +4.8% 0.47% $1.2M $23.50
2025 Q1 REDUCED 47,258 -4,544 -8.8% 0.52% $1.1M $23.22
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDR price (monthly, adj. close)

Other funds also holding IBDR

As of 2025 Q4 — sorted by position size

IFS Advisors, LLC 3Y 11.78% COWA, LLC 3Y 5.84% Gratus Wealth Advisors, LLC 4.83% Keeler Thomas Management LLC 3Y 7Y 4.33% ARCADIA INVESTMENT ADVISORS LLC 4.23% NovaPoint Capital, LLC 3Y 4.07% Sound View Wealth Advisors Group, LLC 3Y 3.27% Beaumont Asset Management, L.L.C. 3Y 3.2% Madden Advisory Services, Inc. 3Y 7Y 3.08% MOSELEY INVESTMENT MANAGEMENT INC 3Y 3.08%
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