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Capital Advisors Ltd’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Capital Advisors Ltd’s Portfolio ITDF Stock Details ITDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-164
Closed -$6K – 1482
2025
Q4 		$6K Buy
+164
New +$6.1K ﹤0.01% 910

Other funds holding ITDF

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $159M AUM 13.16% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's ITDF Position: Q1 2026 in Review

Capital Advisors Ltd sold out of iShares LifePath Target Date 2050 ETF (ITDF) in Q1 2026, closing a stake of 164 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in ITDF in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 7 funds tracked by Wall St. Rank hold ITDF as of Q1 2026.

  • Capital Advisors Ltd reported no remaining iShares LifePath Target Date 2050 ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 164 iShares LifePath Target Date 2050 ETF shares in Q1 2026, an estimated $6K.
  • Capital Advisors Ltd first reported a position in iShares LifePath Target Date 2050 ETF in Q4 2025 and held it in 1 quarter.
  • Capital Advisors Ltd's iShares LifePath Target Date 2050 ETF position peaked at $6K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.