IBTO — 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 (IBTO). 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
0.45% (2025 Q2)
Avg. % of fund
0.31%
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 30,643 -809 -2.6% 0.24% $752K $24.39
2025 Q3 REDUCED 31,452 -15,715 -33.3% 0.25% $775K $24.16
2025 Q2 INITIATED 47,167 — — 0.45% $1.2M $23.78
% of Fund (quarterly)    IBTO price (monthly, adj. close)

Other funds also holding IBTO

As of 2025 Q4 — sorted by position size

GLOBALT Investments LLC / GA 2.03% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 1.8% Accretive Wealth Partners, LLC 3Y 1.01% Krilogy Financial LLC 3Y 7Y 0.95% Keeler Thomas Management LLC 3Y 7Y 0.65% Probity Advisors, Inc. 3Y 7Y 0.56% NovaPoint Capital, LLC 3Y 0.33% Greater Midwest Financial Group, LLC 0.29% FAGAN ASSOCIATES, INC. 3Y 7Y 0.29% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.23%
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