Heck Capital Advisors’s iShares LifePath Target Date 2055 ETF ITDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-390
Closed -$12.1K 222
2025
Q1
$12.1K Hold
390
﹤0.01% 209
2024
Q4
$12.3K Buy
390
+5
+1% +$157 ﹤0.01% 221
2024
Q3
$12.4K Buy
+385
New +$12.4K ﹤0.01% 191