Citadel Advisors’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

Citadel Advisors’s Portfolio ITDD Stock Details ITDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,159	Closed	-$401K	–	13783
2025 Q1	$401K	Buy	+13,159	New	+$408K	﹤0.01%	8964
2024 Q4	–	Sell	-9,038	Closed	-$284K	–	14930
2024 Q3	$284K	Buy	+9,038	New	+$273K	﹤0.01%	9445
2024 Q2	–	Sell	-8,087	Closed	-$234K	–	14842
2024 Q1	$234K	Sell	8,087 -8,596	-52%	-$239K	﹤0.01%	9994
2023 Q4	$456K	Buy	+16,683	New	+$432K	﹤0.01%	8304

Other funds holding ITDD

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Citadel Advisors's ITDD Position: Q2 2025 in Review

Citadel Advisors sold out of iShares LifePath Target Date 2040 ETF (ITDD) in Q2 2025, closing a stake of 13,159 shares — an estimated $401K sold.

Citadel Advisors first reported a position in ITDD in Q4 2023 and held it in 4 quarters. The position peaked at $456K in Q4 2023. 6 funds tracked by Wall St. Rank hold ITDD as of Q2 2025.

Citadel Advisors reported no remaining iShares LifePath Target Date 2040 ETF position as of Q2 2025 after selling out during the quarter.
Citadel Advisors sold 13,159 iShares LifePath Target Date 2040 ETF shares in Q2 2025, an estimated $401K.
Citadel Advisors first reported a position in iShares LifePath Target Date 2040 ETF in Q4 2023 and held it in 4 quarters.
Citadel Advisors's iShares LifePath Target Date 2040 ETF position peaked at $456K in Q4 2023.
6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.