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WR Wealth Planners’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$94 Buy
+3
New +$97 ﹤0.01% 1081

Other funds holding ITDI

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

WR Wealth Planners's ITDI Position: Q4 2024 in Review

WR Wealth Planners opened a new position in iShares LifePath Target Date 2065 ETF (ITDI) in Q4 2024: 3 shares worth $94. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

5 funds tracked by Wall St. Rank hold ITDI as of Q4 2024.

  • WR Wealth Planners held 3 shares of iShares LifePath Target Date 2065 ETF worth $94 as of Q4 2024.
  • iShares LifePath Target Date 2065 ETF was a new WR Wealth Planners position in Q4 2024.
  • iShares LifePath Target Date 2065 ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1081 holding.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.