IBTF — ISHARES TR

Ownership history in Reliant Wealth Planning  ·  13 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IBTF). 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
2.56% (2023 Q1)
Avg. % of fund
1.01%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 61,955 -621 -1.0% 0.47% $1.4M $23.13
2025 Q2 ADDED 62,576 +621 +1.0% 0.57% $1.5M $22.88
2025 Q1 REDUCED 61,955 -6,861 -10.0% 0.66% $1.4M $22.65
2024 Q4 ADDED 68,816 +13,869 +25.2% 0.75% $1.6M $22.44
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTF price (monthly, adj. close)

Other funds also holding IBTF

As of 2025 Q4 — sorted by position size

Stockman Wealth Management, Inc. 3Y 7Y 0.35% Wick Capital Partners, LLC 3Y 0.26% AllSquare Wealth Management LLC 3Y 7Y 0.12% IFP Advisors, Inc 3Y 7Y 0.04% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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