Root Financial Partners’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Root Financial Partners’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 Q1	–	Sell	-21,606	Closed	-$676K	–	219
2024 Q4	$676K	Buy	+21,606	New	+$695K	0.08%	91

Other funds holding ITDF

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Root Financial Partners's ITDF Position: Q1 2025 in Review

Root Financial Partners sold out of iShares LifePath Target Date 2050 ETF (ITDF) in Q1 2025, closing a stake of 21,606 shares — an estimated $676K sold.

Root Financial Partners first reported a position in ITDF in Q4 2024 and held it in 1 quarter. The position peaked at $676K in Q4 2024. 3 funds tracked by Wall St. Rank hold ITDF as of Q1 2025.

Root Financial Partners reported no remaining iShares LifePath Target Date 2050 ETF position as of Q1 2025 after selling out during the quarter.
Root Financial Partners sold 21,606 iShares LifePath Target Date 2050 ETF shares in Q1 2025, an estimated $676K.
Root Financial Partners first reported a position in iShares LifePath Target Date 2050 ETF in Q4 2024 and held it in 1 quarter.
Root Financial Partners's iShares LifePath Target Date 2050 ETF position peaked at $676K in Q4 2024.
3 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q1 2025.

Based on Root Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.