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

Heck Capital Advisors’s Portfolio ITDD Stock Details ITDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,310
Closed -$39.9K – 220
2025
Q1 		$39.9K Hold
1,310
– – ﹤0.01% 171
2024
Q4 		$39.9K Hold
1,310
– – ﹤0.01% 164
2024
Q3 		$41.2K Hold
1,310
– – ﹤0.01% 162
2024
Q2 		$38.5K Buy
+1,310
New +$38.5K ﹤0.01% 159