Heck Capital Advisors’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,770
| Closed | -$53.1K | – | 224 |
|
|
2025
Q1 | $53.1K | Buy |
1,770
+241
| +16% | +$7.23K | 0.01% | 168 |
|
|
2024
Q4 | $45.6K | Buy |
1,529
+228
| +18% | +$6.81K | 0.01% | 161 |
|
|
2024
Q3 | $40.3K | Buy |
1,301
+154
| +13% | +$4.77K | ﹤0.01% | 163 |
|
|
2024
Q2 | $33.3K | Hold |
1,147
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $32.8K | Buy |
+1,147
| New | +$32.8K | 0.01% | 164 |
|