Reliant Wealth Planning IBDT — ISHARES TR

Ownership history in Reliant Wealth Planning  ·  9 quarters on record

AI Ownership Summary

Reliant Wealth Planning reported ISHARES TR (IBDT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.68% in 2024 Q4. The latest visible filing shows IBDT at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Reliant Wealth Planning's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBDT was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDT stock page Reliant Wealth Planning fund profile Reliant Wealth Planning full holdings
How Reliant Wealth Planning held IBDT — position size vs. price
% of Fund (quarterly)    IBDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 68,109 +542 +0.8% 0.54% $1.7M 2026-02-14 (Est.) $25.25
2025 Q3 UNCHANGED — — — 67,567 — 0% 0.56% $1.7M 2025-11-18 $24.87
2025 Q2 ADDED — — — 67,567 +9,609 +16.6% 0.67% $1.7M 2025-08-12 $24.57
2025 Q1 REDUCED — — — 57,958 -362 -0.6% 0.67% $1.5M 2025-04-28 $24.10
2024 Q4 ADDED — — — 58,320 +10,557 +22.1% 0.68% $1.5M 2025-01-28 $23.61
2024 Q3 ADDED — — — 47,763 +5,396 +12.7% 0.53% $1.2M 2024-10-24 $23.44
2024 Q2 ADDED — — — 42,367 +23,707 +127.0% 0.48% $1.0M 2024-07-11 $22.93
2024 Q1 ADDED — — — 18,660 +2,743 +17.2% 0.22% $465K 2024-05-14 $22.50
2023 Q4 INITIATED — — — 15,917 — — 0.19% $399K 2024-02-08 $22.40

🏢 Other funds also holding IBDT

As of 2026 Q1 — sorted by position size

THREADGILL FINANCIAL, LLC 3Y 6.39% Gratus Wealth Advisors, LLC 5.03% Twin Cities Retirement Group LLC 4.44% ARCADIA INVESTMENT ADVISORS LLC 4.11% Windsor Capital Management, LLC 3Y 7Y 3.56% InvesTrust 3.35% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.18% Breachway Investments LLC 3.1% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.71% MEMBERS WEALTH LLC 2.54%

FAQ About Reliant Wealth Planning and IBDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Reliant Wealth Planning reported owning IBDT?

Reliant Wealth Planning reported IBDT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBDT position in Reliant Wealth Planning's portfolio?

The largest reported portfolio weight for IBDT was 0.68% in 2024 Q4.

What is the latest reported IBDT position on this page?

The most recent filing on this page is 2025 Q4, when Reliant Wealth Planning reported 68,109 shares, equal to 0.54% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IBDT ownership page compare?

The chart compares Reliant Wealth Planning's quarterly IBDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Reliant Wealth Planning time their IBDT position?

Based on 13F filing dates vs. subsequent IBDT price moves, Reliant Wealth Planning correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on IBDT relative to SPY over the holding period was -10.2%.

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