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 (IBTH). 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 | 66,207 | +5,124 | +8.4% | 0.46% | $1.5M | $22.34 |
| 2025 Q3 | ADDED | 61,083 | +2,006 | +3.4% | 0.45% | $1.4M | $22.10 |
| 2025 Q2 | ADDED | 59,077 | +5,792 | +10.9% | 0.52% | $1.3M | $21.85 |
| 2025 Q1 | REDUCED | 53,285 | -7,709 | -12.6% | 0.54% | $1.2M | $21.57 |
| 2024 Q4 | ADDED | 60,994 | +19,986 | +48.7% | 0.64% | $1.4M | $21.21 |
| 2024 Q3 | ADDED | 41,008 | +8,509 | +26.2% | 0.40% | $928K | $21.34 |
| 2024 Q2 | ADDED | 32,499 | +9,333 | +40.3% | 0.33% | $717K | $20.61 |
| 2024 Q1 | UNCHANGED | 23,166 | — | 0% | 0.25% | $513K | $20.48 |
| 2023 Q4 | ADDED | 23,166 | +10,051 | +76.6% | 0.25% | $519K | $20.55 |
| 2023 Q3 | INITIATED | 13,115 | — | — | 0.15% | $287K | — |
As of 2025 Q4 — sorted by position size