IBTP — 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 (IBTP). 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
0.55% (2025 Q2)
Avg. % of fund
0.47%
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 52,382 -1,928 -3.5% 0.42% $1.4M $25.65
2025 Q3 UNCHANGED 54,310 — 0% 0.46% $1.4M $25.41
2025 Q2 INITIATED 54,310 — — 0.55% $1.4M $24.95
% of Fund (quarterly)    IBTP price (monthly, adj. close)

Other funds also holding IBTP

As of 2025 Q4 — sorted by position size

Atlantic Private Wealth, LLC 3Y 3.87% Accretive Wealth Partners, LLC 3Y 0.99% SUMMITRY LLC 3Y 7Y 0.92% Keeler Thomas Management LLC 3Y 7Y 0.78% Probity Advisors, Inc. 3Y 7Y 0.46% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.28% BENJAMIN EDWARDS INC 3Y 0.13% L2 Asset Management, LLC 3Y 0.09% D.A. DAVIDSON & CO. 3Y 7Y 0.06% Guidance Point Advisors, LLC 3Y 7Y 0.05%
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