SG
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StoneX Group’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

StoneX Group’s Portfolio ITDC Stock Details ITDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,728
Closed -$549K – 898
2024
Q3 		$549K Buy
+17,728
New +$530K 0.04% 336

Other funds holding ITDC

CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

StoneX Group's ITDC Position: Q4 2024 in Review

StoneX Group sold out of iShares LifePath Target Date 2035 ETF (ITDC) in Q4 2024, closing a stake of 17,728 shares — an estimated $549K sold.

StoneX Group first reported a position in ITDC in Q3 2024 and held it in 1 quarter. The position peaked at $549K in Q3 2024. 5 funds tracked by Wall St. Rank hold ITDC as of Q4 2024.

  • StoneX Group reported no remaining iShares LifePath Target Date 2035 ETF position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 17,728 iShares LifePath Target Date 2035 ETF shares in Q4 2024, an estimated $549K.
  • StoneX Group first reported a position in iShares LifePath Target Date 2035 ETF in Q3 2024 and held it in 1 quarter.
  • StoneX Group's iShares LifePath Target Date 2035 ETF position peaked at $549K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.