Heck Capital Advisors’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
5,897
+1,381
| +31% | +$47.6K | 0.02% | 176 |
|
|
2025
Q1 | $140K | Buy |
4,516
+1,015
| +29% | +$31.5K | 0.02% | 159 |
|
|
2024
Q4 | $110K | Buy |
3,501
+789
| +29% | +$24.7K | 0.01% | 155 |
|
|
2024
Q3 | $87.3K | Buy |
2,712
+456
| +20% | +$14.7K | 0.01% | 156 |
|
|
2024
Q2 | $67.9K | Buy |
2,256
+167
| +8% | +$5.03K | 0.01% | 154 |
|
|
2024
Q1 | $61.5K | Buy |
+2,089
| New | +$61.5K | 0.01% | 156 |
|