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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,310
Closed -$39.9K – 219
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 +$37.7K ﹤0.01% 159

Other funds holding ITDD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

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

Heck Capital Advisors sold out of iShares LifePath Target Date 2040 ETF (ITDD) in Q2 2025, closing a stake of 1,310 shares — an estimated $39.9K sold.

Heck Capital Advisors first reported a position in ITDD in Q2 2024 and held it in 4 quarters. The position peaked at $41.2K in Q3 2024. 6 funds tracked by Wall St. Rank hold ITDD as of Q2 2025.

  • Heck Capital Advisors reported no remaining iShares LifePath Target Date 2040 ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,310 iShares LifePath Target Date 2040 ETF shares in Q2 2025, an estimated $39.9K.
  • Heck Capital Advisors first reported a position in iShares LifePath Target Date 2040 ETF in Q2 2024 and held it in 4 quarters.
  • Heck Capital Advisors's iShares LifePath Target Date 2040 ETF position peaked at $41.2K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q2 2025.

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