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McIlrath & Eck’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

McIlrath & Eck’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
Q1 		$97.4K Buy
2,789
+212
+8% +$7.61K 0.01% 387
2025
Q4 		$90.7K Buy
2,577
+2,545
+7,953% +$90.1K 0.01% 258
2025
Q3 		$1.14K Buy
32
+13
+68% +$441 ﹤0.01% 884
2025
Q2 		$636 Buy
19
+14
+280% +$435 ﹤0.01% 890
2025
Q1 		$150 Buy
+5
New +$155 ﹤0.01% 913

Other funds holding ITDD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $159M AUM 13.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

McIlrath & Eck's ITDD Position: Q1 2026 in Review

McIlrath & Eck increased its iShares LifePath Target Date 2040 ETF (ITDD) stake by 8.2% in Q1 2026, buying an estimated $7.61K and bringing the position to 2,789 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #387.

McIlrath & Eck first reported a position in ITDD in Q1 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold ITDD as of Q1 2026.

  • McIlrath & Eck held 2,789 shares of iShares LifePath Target Date 2040 ETF worth $97.4K as of Q1 2026.
  • McIlrath & Eck bought 212 iShares LifePath Target Date 2040 ETF shares in Q1 2026, an estimated $7.61K.
  • iShares LifePath Target Date 2040 ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #387 holding.
  • McIlrath & Eck first reported a position in iShares LifePath Target Date 2040 ETF in Q1 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.