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 (IBTG). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 66,151 | +2,187 | +3.4% | 0.47% | $1.5M | $22.73 |
| 2025 Q3 | ADDED | 63,964 | +6,236 | +10.8% | 0.48% | $1.5M | $22.51 |
| 2025 Q2 | ADDED | 57,728 | +2,412 | +4.4% | 0.52% | $1.3M | $22.26 |
| 2025 Q1 | REDUCED | 55,316 | -4,798 | -8.0% | 0.58% | $1.3M | $22.04 |
| 2024 Q4 | ADDED | 60,114 | +23,337 | +63.5% | 0.64% | $1.4M | $21.77 |
| 2024 Q3 | ADDED | 36,777 | +8,029 | +27.9% | 0.37% | $848K | $21.72 |
| 2024 Q2 | ADDED | 28,748 | +1,522 | +5.6% | 0.30% | $651K | $21.11 |
| 2024 Q1 | UNCHANGED | 27,226 | — | 0% | 0.30% | $618K | $20.94 |
| 2023 Q4 | ADDED | 27,226 | +2,327 | +9.3% | 0.30% | $622K | $20.94 |
| 2023 Q3 | INITIATED | 24,899 | — | — | 0.30% | $559K | — |
As of 2025 Q4 — sorted by position size