AE Wealth Management
ITDF icon

AE Wealth Management’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

AE Wealth Management’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
2026
Q3 		$2.41K Buy
+58
New +$2.43K ﹤0.01% 2671

Other funds holding ITDF

Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AE Wealth Management's ITDF Position: Q3 2026 in Review

AE Wealth Management opened a new position in iShares LifePath Target Date 2050 ETF (ITDF) in Q3 2026: 58 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #2671 among its holdings.

7 funds tracked by Wall St. Rank hold ITDF as of Q3 2026.

  • AE Wealth Management held 58 shares of iShares LifePath Target Date 2050 ETF worth $2.41K as of Q3 2026.
  • iShares LifePath Target Date 2050 ETF was a new AE Wealth Management position in Q3 2026.
  • iShares LifePath Target Date 2050 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2671 holding.
  • 7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.