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Roble Belko & Company’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

Roble Belko & Company’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 		– Sell
-3
Closed – – 463
2026
Q1 		$0 Hold
3
– – ﹤0.01% 474
2025
Q4 		$0 Hold
3
– – ﹤0.01% 480
2025
Q3 		$0 Hold
3
– – ﹤0.01% 457
2025
Q2 		$0 Hold
3
– – ﹤0.01% 444
2025
Q1 		$0 Hold
3
– – ﹤0.01% 420
2024
Q4 		$0 Hold
3
– – ﹤0.01% 391
2024
Q3 		$0 Hold
3
– – ﹤0.01% 369
2024
Q2 		$0 Hold
3
– – ﹤0.01% 350
2024
Q1 		$0 Buy
+3
New +$84 ﹤0.01% 333

Other funds holding ITDI

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Roble Belko & Company's ITDI Position: Q2 2026 in Review

Roble Belko & Company sold out of iShares LifePath Target Date 2065 ETF (ITDI) in Q2 2026, closing a stake of 3 shares.

Roble Belko & Company first reported a position in ITDI in Q1 2024 and held it in 9 quarters. The position peaked at $0 in Q1 2026. 6 funds tracked by Wall St. Rank hold ITDI as of Q2 2026.

  • Roble Belko & Company reported no remaining iShares LifePath Target Date 2065 ETF position as of Q2 2026 after selling out during the quarter.
  • Roble Belko & Company sold 3 iShares LifePath Target Date 2065 ETF shares in Q2 2026.
  • Roble Belko & Company first reported a position in iShares LifePath Target Date 2065 ETF in Q1 2024 and held it in 9 quarters.
  • Roble Belko & Company's iShares LifePath Target Date 2065 ETF position peaked at $0 in Q1 2026.
  • 6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.