IWL β€” ISHARES TR

Ownership history in Reliant Wealth Planning  Β·  5 quarters on record

AI Ownership Summary

Reliant Wealth Planning reported ISHARES TR (IWL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 12.42% in 2024 Q4. The latest visible filing shows IWL at 10.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Reliant Wealth Planning's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWL was reported at 10.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.42% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Reliant Wealth Planning held IWL β€” position size vs. price
% of Fund (quarterly)    IWL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 199,143 -2,479 -1.2% 10.62% $34.0M 2026-02-14 (Est.) $168.04
2025 Q3 REDUCED 201,622 -2,903 -1.4% 10.85% $33.5M 2025-11-18 $164.38
2025 Q2 ADDED 204,525 +18,010 +9.7% 12.23% $31.3M 2025-08-12 $158.71
2025 Q1 ADDED 186,515 +3,493 +1.9% 11.69% $25.6M 2025-04-28 $134.45
2024 Q4 INITIATED 183,022 β€” β€” 12.42% $26.5M 2025-01-28 $147.69

FAQ About Reliant Wealth Planning and IWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Reliant Wealth Planning reported owning IWL?

Reliant Wealth Planning reported IWL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IWL position in Reliant Wealth Planning's portfolio?

The largest reported portfolio weight for IWL was 12.42% in 2024 Q4.

What is the latest reported IWL position on this page?

The most recent filing on this page is 2025 Q4, when Reliant Wealth Planning reported 199,143 shares, equal to 10.62% of portfolio, with an estimated market value of $34.0M.

What does the chart on this IWL ownership page compare?

The chart compares Reliant Wealth Planning's quarterly IWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Reliant Wealth Planning Holdings