McIlrath & Eck’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

McIlrath & Eck’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 Q1	$21.3K	Buy	575 +39	+7%	+$1.5K	﹤0.01%	800
2025 Q4	$20.2K	Buy	+536	New	+$20.1K	﹤0.01%	520

Other funds holding ITDI

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

FMP

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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

McIlrath & Eck increased its iShares LifePath Target Date 2065 ETF (ITDI) stake by 7.3% in Q1 2026, buying an estimated $1.5K and bringing the position to 575 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

McIlrath & Eck first reported a position in ITDI in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold ITDI as of Q1 2026.

McIlrath & Eck held 575 shares of iShares LifePath Target Date 2065 ETF worth $21.3K as of Q1 2026.
McIlrath & Eck bought 39 iShares LifePath Target Date 2065 ETF shares in Q1 2026, an estimated $1.5K.
iShares LifePath Target Date 2065 ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #800 holding.
McIlrath & Eck first reported a position in iShares LifePath Target Date 2065 ETF in Q4 2025 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q1 2026.

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