Capital Advisors Ltd’s iShares LifePath Target Date 2055 ETF ITDG Stock Holding History

Capital Advisors Ltd’s Portfolio ITDG Stock Details ITDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3K	Buy	60 +57	+1,900%	+$2.33K	﹤0.01%	1056
2026 Q1	$0	Sell	3 -98	-97%	-$3.77K	﹤0.01%	1483
2025 Q4	$11K	Buy	+101	New	+$3.8K	﹤0.01%	787

Capital Advisors Ltd's ITDG Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares LifePath Target Date 2055 ETF (ITDG) stake by 1,900% in Q2 2026, buying an estimated $2.33K and bringing the position to 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Capital Advisors Ltd first reported a position in ITDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q4 2025. 1 fund tracked by Wall St. Rank holds ITDG as of Q2 2026.

Capital Advisors Ltd held 60 shares of iShares LifePath Target Date 2055 ETF worth $3K as of Q2 2026.
Capital Advisors Ltd bought 57 iShares LifePath Target Date 2055 ETF shares in Q2 2026, an estimated $2.33K.
iShares LifePath Target Date 2055 ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1056 holding.
Capital Advisors Ltd first reported a position in iShares LifePath Target Date 2055 ETF in Q4 2025 and has held it in 3 quarters since.
Capital Advisors Ltd's iShares LifePath Target Date 2055 ETF position peaked at $11K in Q4 2025.
1 fund tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.