IBTM — ISHARES TR

Ownership history in Reliant Wealth Planning  ·  3 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IBTM). 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
0.47% (2025 Q2)
Avg. % of fund
0.36%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,753 -2,721 -6.3% 0.29% $940K $22.93
2025 Q3 REDUCED 43,474 -8,462 -16.3% 0.33% $1.0M $22.70
2025 Q2 INITIATED 51,936 — — 0.47% $1.2M $22.37
% of Fund (quarterly)    IBTM price (monthly, adj. close)

Other funds also holding IBTM

As of 2025 Q4 — sorted by position size

Atlantic Private Wealth, LLC 3Y 3.26% Krilogy Financial LLC 3Y 7Y 2.1% Yoder Wealth Management, Inc. 1.05% Accretive Wealth Partners, LLC 3Y 1.02% Probity Advisors, Inc. 3Y 7Y 0.56% Keeler Thomas Management LLC 3Y 7Y 0.56% Legacy Private Trust Co. 3Y 7Y 0.41% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.41% Hyposwiss Advisors SA 0.34% HARMONY ASSET MANAGEMENT LLC 0.3%
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