IBDT — ISHARES TR

Ownership history in Reliant Wealth Planning  ·  9 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IBDT). 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
0.68% (2024 Q4)
Avg. % of fund
0.51%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 68,109 +542 +0.8% 0.54% $1.7M $25.27
2025 Q3 UNCHANGED 67,567 — 0% 0.56% $1.7M $24.95
2025 Q2 ADDED 67,567 +9,609 +16.6% 0.67% $1.7M $24.57
2025 Q1 REDUCED 57,958 -362 -0.6% 0.67% $1.5M $24.13
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDT price (monthly, adj. close)

Other funds also holding IBDT

As of 2025 Q4 — sorted by position size

Gratus Wealth Advisors, LLC 4.59% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.85% ARCADIA INVESTMENT ADVISORS LLC 3.83% PFG Private Wealth Management, LLC 3Y 3.56% Windsor Capital Management, LLC 3Y 7Y 3.39% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.01% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.98% Winthrop Partners - WNY, LLC 3Y 7Y 2.67% Summit Asset Management, LLC 3Y 7Y 2.62%
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