Ownership history in Reliant Wealth Planning Β· 13 quarters on record
This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in ISHARES TR (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Reliant Wealth Planning underperformed the S&P 500 by β19.8% annually on this IBTF position. Timing score: 67% (8/12 decisions correct). Average cost basis: $21.12. Maximum drawdown during holding period: β2.4%.
β Significantly underperformed the S&P 500 by 19.8% ann.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $20.41 (2022 Q3) Β· Worst: $22.88 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 4 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.47% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size