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

Heck Capital Advisors’s Portfolio ITDG Stock Details ITDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-390	Closed	-$12.1K	–	221
2025 Q1	$12.1K	Sell	390 -390	-50%	-$12.5K	﹤0.01%	209
2024 Q4	$24.5K	Buy	780 +395	+103%	+$12.8K	﹤0.01%	449
2024 Q3	$12.4K	Buy	+385	New	+$11.9K	﹤0.01%	191

Other funds holding ITDG

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Heck Capital Advisors sold out of iShares LifePath Target Date 2055 ETF (ITDG) in Q2 2025, closing a stake of 390 shares — an estimated $12.1K sold.

Heck Capital Advisors first reported a position in ITDG in Q3 2024 and held it in 3 quarters. The position peaked at $24.5K in Q4 2024. 2 funds tracked by Wall St. Rank hold ITDG as of Q2 2025.

Heck Capital Advisors reported no remaining iShares LifePath Target Date 2055 ETF position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 390 iShares LifePath Target Date 2055 ETF shares in Q2 2025, an estimated $12.1K.
Heck Capital Advisors first reported a position in iShares LifePath Target Date 2055 ETF in Q3 2024 and held it in 3 quarters.
Heck Capital Advisors's iShares LifePath Target Date 2055 ETF position peaked at $24.5K in Q4 2024.
2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q2 2025.

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