HFS
ITDD icon

Hughes Financial Services’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

Hughes Financial Services’s Portfolio ITDD Stock Details ITDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.94K Hold
232
– – ﹤0.01% 389
2026
Q1 		$8.1K Buy
232
+172
+287% +$6.17K ﹤0.01% 355
2025
Q4 		$2.11K Hold
60
– – ﹤0.01% 538
2025
Q3 		$2.13K Buy
+60
New +$2.03K ﹤0.01% 544

Other funds holding ITDD

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Hughes Financial Services's ITDD Position: Q2 2026 in Review

Hughes Financial Services held its iShares LifePath Target Date 2040 ETF (ITDD) position steady in Q2 2026 at 232 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Hughes Financial Services first reported a position in ITDD in Q3 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold ITDD as of Q2 2026.

  • Hughes Financial Services held 232 shares of iShares LifePath Target Date 2040 ETF worth $8.94K as of Q2 2026.
  • Hughes Financial Services left its iShares LifePath Target Date 2040 ETF share count unchanged in Q2 2026.
  • iShares LifePath Target Date 2040 ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #389 holding.
  • Hughes Financial Services first reported a position in iShares LifePath Target Date 2040 ETF in Q3 2025 and has held it in 4 quarters since.
  • 3 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.