HCA
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Heck Capital Advisors’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

Heck Capital Advisors’s Portfolio ITDE Stock Details ITDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-869
Closed -$26.7K – 220
2025
Q1 		$26.7K Sell
869
-869
-50% -$27.3K ﹤0.01% 183
2024
Q4 		$53.7K Buy
1,738
+883
+103% +$28.1K ﹤0.01% 351
2024
Q3 		$27.3K Hold
855
– – ﹤0.01% 173
2024
Q2 		$25.5K Buy
+855
New +$24.8K ﹤0.01% 169

Other funds holding ITDE

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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Heck Capital Advisors sold out of iShares LifePath Target Date 2045 ETF (ITDE) in Q2 2025, closing a stake of 869 shares — an estimated $26.7K sold.

Heck Capital Advisors first reported a position in ITDE in Q2 2024 and held it in 4 quarters. The position peaked at $53.7K in Q4 2024. 6 funds tracked by Wall St. Rank hold ITDE as of Q2 2025.

  • Heck Capital Advisors reported no remaining iShares LifePath Target Date 2045 ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 869 iShares LifePath Target Date 2045 ETF shares in Q2 2025, an estimated $26.7K.
  • Heck Capital Advisors first reported a position in iShares LifePath Target Date 2045 ETF in Q2 2024 and held it in 4 quarters.
  • Heck Capital Advisors's iShares LifePath Target Date 2045 ETF position peaked at $53.7K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2045 ETF as of Q2 2025.

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