HCA
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Heck Capital Advisors’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Heck Capital Advisors’s Portfolio ITDC Stock Details ITDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,770
Closed -$53.1K – 223
2025
Q1 		$53.1K Sell
1,770
-1,288
-42% -$39.1K 0.01% 168
2024
Q4 		$91.3K Buy
3,058
+1,757
+135% +$54.1K ﹤0.01% 305
2024
Q3 		$40.3K Buy
1,301
+154
+13% +$4.61K ﹤0.01% 163
2024
Q2 		$33.3K Hold
1,147
– – ﹤0.01% 164
2024
Q1 		$32.8K Buy
+1,147
New +$31.7K 0.01% 164

Other funds holding ITDC

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BFP
Briaud Financial Planning College Station, Texas $380M AUM 33.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Heck Capital Advisors's ITDC Position: Q2 2025 in Review

Heck Capital Advisors sold out of iShares LifePath Target Date 2035 ETF (ITDC) in Q2 2025, closing a stake of 1,770 shares — an estimated $53.1K sold.

Heck Capital Advisors first reported a position in ITDC in Q1 2024 and held it in 5 quarters. The position peaked at $91.3K in Q4 2024. 7 funds tracked by Wall St. Rank hold ITDC as of Q2 2025.

  • Heck Capital Advisors reported no remaining iShares LifePath Target Date 2035 ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,770 iShares LifePath Target Date 2035 ETF shares in Q2 2025, an estimated $53.1K.
  • Heck Capital Advisors first reported a position in iShares LifePath Target Date 2035 ETF in Q1 2024 and held it in 5 quarters.
  • Heck Capital Advisors's iShares LifePath Target Date 2035 ETF position peaked at $91.3K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.