Heck Capital Advisors’s iShares LifePath Target Date 2060 ETF ITDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-522
| Closed | -$16.2K | – | 223 |
|
|
2025
Q1 | $16.2K | Buy |
522
+255
| +96% | +$7.92K | ﹤0.01% | 201 |
|
|
2024
Q4 | $8.38K | Buy |
267
+4
| +2% | +$126 | ﹤0.01% | 229 |
|
|
2024
Q3 | $8.46K | Hold |
263
| – | – | ﹤0.01% | 193 |
|
|
2024
Q2 | $7.92K | Hold |
263
| – | – | ﹤0.01% | 192 |
|
|
2024
Q1 | $7.75K | Buy |
+263
| New | +$7.75K | ﹤0.01% | 187 |
|