Financial Management Professionals’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

Financial Management Professionals’s Portfolio ITDI Stock Details ITDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.32K	Hold	31	–	–	﹤0.01%	826
2026 Q2	$1.31K	Hold	31	–	–	﹤0.01%	840
2026 Q1	$1.15K	Hold	31	–	–	﹤0.01%	788
2025 Q4	$1.17K	Hold	31	–	–	﹤0.01%	782
2025 Q3	$1.15K	Hold	31	–	–	﹤0.01%	766
2025 Q2	$1.07K	Hold	31	–	–	﹤0.01%	824
2025 Q1	$962	Hold	31	–	–	﹤0.01%	814
2024 Q4	$972	Buy	+31	New	+$1K	﹤0.01%	810

Other funds holding ITDI

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Financial Management Professionals's ITDI Position: Q3 2026 in Review

Financial Management Professionals held its iShares LifePath Target Date 2065 ETF (ITDI) position steady in Q3 2026 at 31 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Financial Management Professionals first reported a position in ITDI in Q4 2024 and has held it in 8 quarters since. 2 funds tracked by Wall St. Rank hold ITDI as of Q3 2026.

Financial Management Professionals held 31 shares of iShares LifePath Target Date 2065 ETF worth $1.32K as of Q3 2026.
Financial Management Professionals left its iShares LifePath Target Date 2065 ETF share count unchanged in Q3 2026.
iShares LifePath Target Date 2065 ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #826 holding.
Financial Management Professionals first reported a position in iShares LifePath Target Date 2065 ETF in Q4 2024 and has held it in 8 quarters since.
2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.