Capital Advisors Ltd’s iShares LifePath Target Date 2070 ETF ITDJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50K	Buy	1,532 +162	+12%	+$5.14K	0.01%	510
2026 Q1	$39K	Hold	1,370	–	–	﹤0.01%	552
2025 Q4	$40K	Buy	+1,370	New	+$39.9K	﹤0.01%	534

Other funds holding ITDJ

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Capital Advisors Ltd increased its iShares LifePath Target Date 2070 ETF (ITDJ) stake by 12% in Q2 2026, buying an estimated $5.14K and bringing the position to 1,532 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #510.

Capital Advisors Ltd first reported a position in ITDJ in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold ITDJ as of Q2 2026.

Capital Advisors Ltd held 1,532 shares of iShares LifePath Target Date 2070 ETF worth $50K as of Q2 2026.
Capital Advisors Ltd bought 162 iShares LifePath Target Date 2070 ETF shares in Q2 2026, an estimated $5.14K.
iShares LifePath Target Date 2070 ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #510 holding.
Capital Advisors Ltd first reported a position in iShares LifePath Target Date 2070 ETF in Q4 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2070 ETF as of Q2 2026.

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