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