IBDU — ISHARES TR

Ownership history in Reliant Wealth Planning  ·  6 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IBDU). 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
0.37% (2024 Q4)
Avg. % of fund
0.33%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 49,407 +10,832 +28.1% 0.36% $1.2M $23.23
2025 Q3 UNCHANGED 38,575 — 0% 0.29% $905K $22.94
2025 Q2 ADDED 38,575 +4,383 +12.8% 0.35% $900K $22.54
2025 Q1 UNCHANGED 34,192 — 0% 0.36% $791K $22.08
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDU price (monthly, adj. close)

Other funds also holding IBDU

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 7.69% SHUFRO ROSE & CO LLC 3Y 7Y 6.02% Ruggaard & Associates LLC 4.63% Gratus Wealth Advisors, LLC 4.61% PFG Private Wealth Management, LLC 3Y 3.51% Peloton Wealth Strategists 3Y 7Y 3.41% Windsor Capital Management, LLC 3Y 7Y 3.39% ARCADIA INVESTMENT ADVISORS LLC 3.28% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.74% Envision Financial Planning, LLC 2.71%
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