Ownership history in Reliant Wealth Planning · 5 quarters on record
This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IWL). 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 | REDUCED | 199,143 | -2,479 | -1.2% | 10.62% | $34.0M | $170.63 |
| 2025 Q3 | REDUCED | 201,622 | -2,903 | -1.4% | 10.85% | $33.5M | $165.67 |
| 2025 Q2 | ADDED | 204,525 | +18,010 | +9.7% | 12.23% | $31.3M | $152.36 |
| 2025 Q1 | ADDED | 186,515 | +3,493 | +1.9% | 11.69% | $25.6M | $136.40 |
As of 2025 Q4 — sorted by position size