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GC Wealth Management RIA’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

GC Wealth Management RIA’s Portfolio ITDF Stock Details ITDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,977
Closed -$293K – 686
2025
Q3 		$293K Buy
+7,977
New +$282K 0.01% 713

Other funds holding ITDF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GC Wealth Management RIA's ITDF Position: Q4 2025 in Review

GC Wealth Management RIA sold out of iShares LifePath Target Date 2050 ETF (ITDF) in Q4 2025, closing a stake of 7,977 shares — an estimated $293K sold.

GC Wealth Management RIA first reported a position in ITDF in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 8 funds tracked by Wall St. Rank hold ITDF as of Q4 2025.

  • GC Wealth Management RIA reported no remaining iShares LifePath Target Date 2050 ETF position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 7,977 iShares LifePath Target Date 2050 ETF shares in Q4 2025, an estimated $293K.
  • GC Wealth Management RIA first reported a position in iShares LifePath Target Date 2050 ETF in Q3 2025 and held it in 1 quarter.
  • GC Wealth Management RIA's iShares LifePath Target Date 2050 ETF position peaked at $293K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.