IBDS — 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 (IBDS). 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
0.56% (2024 Q4)
Avg. % of fund
0.38%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 56,112 -1,349 -2.3% 0.43% $1.4M $24.11
2025 Q3 ADDED 57,461 +1,857 +3.3% 0.45% $1.4M $23.82
2025 Q2 ADDED 55,604 +5,362 +10.7% 0.53% $1.3M $23.50
2025 Q1 ADDED 50,242 +153 +0.3% 0.55% $1.2M $23.15
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDS price (monthly, adj. close)

Other funds also holding IBDS

As of 2025 Q4 — sorted by position size

THREADGILL FINANCIAL, LLC 3Y 8.9% Gratus Wealth Advisors, LLC 4.72% EIGHT 31 FINANCIAL, LLC 4.49% ARCADIA INVESTMENT ADVISORS LLC 3.99% Wick Capital Partners, LLC 3Y 3.52% PFG Private Wealth Management, LLC 3Y 3.48% Peloton Wealth Strategists 3Y 7Y 3.3% Sound View Wealth Advisors Group, LLC 3Y 3.23% Winthrop Partners - WNY, LLC 3Y 7Y 3.14% Windsor Capital Management, LLC 3Y 7Y 2.96%
← Back to Reliant Wealth Planning Holdings