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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,159
Closed -$401K 6399
2025
Q1
$401K Buy
+13,159
New +$401K ﹤0.01% 4190
2024
Q4
Sell
-9,038
Closed -$284K 6368
2024
Q3
$284K Buy
+9,038
New +$284K ﹤0.01% 4341
2024
Q2
Sell
-8,087
Closed -$234K 6374
2024
Q1
$234K Sell
8,087
-8,596
-52% -$249K ﹤0.01% 4637
2023
Q4
$456K Buy
+16,683
New +$456K ﹤0.01% 3836