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Heck Capital Advisors’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

Heck Capital Advisors’s Portfolio ITDI Stock Details ITDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Buy
11,832
+2,307
+24% +$94.1K 0.03% 153
2026
Q1 		$353K Buy
9,525
+1,382
+17% +$53.1K 0.03% 166
2025
Q4 		$306K Buy
8,143
+1,380
+20% +$51.8K 0.02% 185
2025
Q3 		$251K Buy
6,763
+866
+15% +$30.8K 0.02% 186
2025
Q2 		$203K Buy
5,897
+1,381
+31% +$44.1K 0.02% 176
2025
Q1 		$140K Buy
4,516
+1,015
+29% +$32.4K 0.02% 159
2024
Q4 		$110K Buy
3,501
+789
+29% +$25.5K 0.01% 155
2024
Q3 		$87.3K Buy
2,712
+456
+20% +$14.1K 0.01% 156
2024
Q2 		$67.9K Buy
2,256
+167
+8% +$4.9K 0.01% 154
2024
Q1 		$61.5K Buy
+2,089
New +$58.7K 0.01% 156

Other funds holding ITDI

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Heck Capital Advisors's ITDI Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares LifePath Target Date 2065 ETF (ITDI) stake by 24% in Q2 2026, buying an estimated $94.1K and bringing the position to 11,832 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #153.

Heck Capital Advisors first reported a position in ITDI in Q1 2024 and has held it in 10 quarters since. 2 funds tracked by Wall St. Rank hold ITDI as of Q2 2026.

  • Heck Capital Advisors held 11,832 shares of iShares LifePath Target Date 2065 ETF worth $499K as of Q2 2026.
  • Heck Capital Advisors bought 2,307 iShares LifePath Target Date 2065 ETF shares in Q2 2026, an estimated $94.1K.
  • iShares LifePath Target Date 2065 ETF made up 0.03% of Heck Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • Heck Capital Advisors first reported a position in iShares LifePath Target Date 2065 ETF in Q1 2024 and has held it in 10 quarters since.
  • 2 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.