Heck Capital Advisors’s iShares LifePath Target Date 2060 ETF ITDH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-522	Closed	-$16.2K	–	222
2025 Q1	$16.2K	Sell	522 -12	-2%	-$384	﹤0.01%	201
2024 Q4	$16.8K	Buy	534 +271	+103%	+$8.75K	﹤0.01%	497
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	+$7.39K	﹤0.01%	187

Other funds holding ITDH

TPWA

Twin Peaks Wealth Advisors Burlingame, California $442M AUM 29.95% 1-Year Est. Return

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

Heck Capital Advisors sold out of iShares LifePath Target Date 2060 ETF (ITDH) in Q2 2025, closing a stake of 522 shares — an estimated $16.2K sold.

Heck Capital Advisors first reported a position in ITDH in Q1 2024 and held it in 5 quarters. The position peaked at $16.8K in Q4 2024. 1 fund tracked by Wall St. Rank holds ITDH as of Q2 2025.

Heck Capital Advisors reported no remaining iShares LifePath Target Date 2060 ETF position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 522 iShares LifePath Target Date 2060 ETF shares in Q2 2025, an estimated $16.2K.
Heck Capital Advisors first reported a position in iShares LifePath Target Date 2060 ETF in Q1 2024 and held it in 5 quarters.
Heck Capital Advisors's iShares LifePath Target Date 2060 ETF position peaked at $16.8K in Q4 2024.
1 fund tracked by Wall St. Rank held iShares LifePath Target Date 2060 ETF as of Q2 2025.

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