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Principal Securities’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Principal Securities’s Portfolio ITDF Stock Details ITDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,055
Closed -$38.7K – 2455
2025
Q3 		$38.7K Hold
1,055
– – ﹤0.01% 2072
2025
Q2 		$36.1K Hold
1,055
– – ﹤0.01% 2033
2025
Q1 		$33K Hold
1,055
– – ﹤0.01% 1948
2024
Q4 		$33K Buy
+1,055
New +$34K ﹤0.01% 1944

Other funds holding ITDF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Principal Securities's ITDF Position: Q4 2025 in Review

Principal Securities sold out of iShares LifePath Target Date 2050 ETF (ITDF) in Q4 2025, closing a stake of 1,055 shares — an estimated $38.7K sold.

Principal Securities first reported a position in ITDF in Q4 2024 and held it in 4 quarters. The position peaked at $38.7K in Q3 2025. 8 funds tracked by Wall St. Rank hold ITDF as of Q4 2025.

  • Principal Securities reported no remaining iShares LifePath Target Date 2050 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,055 iShares LifePath Target Date 2050 ETF shares in Q4 2025, an estimated $38.7K.
  • Principal Securities first reported a position in iShares LifePath Target Date 2050 ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's iShares LifePath Target Date 2050 ETF position peaked at $38.7K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.