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 (IBDR). 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 | ADDED | 56,432 | +999 | +1.8% | 0.43% | $1.4M | $24.07 |
| 2025 Q3 | ADDED | 55,433 | +5,893 | +11.9% | 0.44% | $1.3M | $23.80 |
| 2025 Q2 | ADDED | 49,540 | +2,282 | +4.8% | 0.47% | $1.2M | $23.50 |
| 2025 Q1 | REDUCED | 47,258 | -4,544 | -8.8% | 0.52% | $1.1M | $23.22 |
| 2024 Q4 | ADDED | 51,802 | +20,518 | +65.6% | 0.58% | $1.2M | $22.92 |
| 2024 Q3 | ADDED | 31,284 | +3,608 | +13.0% | 0.33% | $760K | $22.82 |
| 2024 Q2 | ADDED | 27,676 | +1,448 | +5.5% | 0.30% | $659K | $22.13 |
| 2024 Q1 | UNCHANGED | 26,228 | — | 0% | 0.30% | $626K | $21.93 |
| 2023 Q4 | ADDED | 26,228 | +2,243 | +9.4% | 0.30% | $627K | $21.84 |
| 2023 Q3 | INITIATED | 23,985 | — | — | 0.30% | $560K | — |
As of 2025 Q4 — sorted by position size