IBTH — ISHARES TR

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 (IBTH). 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
0.64% (2024 Q4)
Avg. % of fund
0.4%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,207 +5,124 +8.4% 0.46% $1.5M $22.34
2025 Q3 ADDED 61,083 +2,006 +3.4% 0.45% $1.4M $22.10
2025 Q2 ADDED 59,077 +5,792 +10.9% 0.52% $1.3M $21.85
2025 Q1 REDUCED 53,285 -7,709 -12.6% 0.54% $1.2M $21.57
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTH price (monthly, adj. close)

Other funds also holding IBTH

As of 2025 Q4 — sorted by position size

MKT Advisors LLC 3Y 5.99% Denver PWM, LLC 3Y 7Y 5.58% Wealth Management Strategies, Inc. 5.33% EIGHT 31 FINANCIAL, LLC 4.49% TRUE Private Wealth Advisors 3Y 7Y 4.39% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.73% Atlantic Private Wealth, LLC 3Y 2.81% HM PAYSON & CO 3Y 7Y 2.35% GLOBALT Investments LLC / GA 2.32% Old Port Advisors 3Y 7Y 1.81%
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