Cerity Partners
ITDD icon

Cerity Partners’s iShares LifePath Target Date 2040 ETF ITDD Stock Holding History

Cerity Partners’s Portfolio ITDD Stock Details ITDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Buy
+6,000
New +$225K ﹤0.01% 2969

Other funds holding ITDD

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Cerity Partners's ITDD Position: Q2 2026 in Review

Cerity Partners opened a new position in iShares LifePath Target Date 2040 ETF (ITDD) in Q2 2026: 6,000 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #2969 among its holdings.

7 funds tracked by Wall St. Rank hold ITDD as of Q2 2026.

  • Cerity Partners held 6,000 shares of iShares LifePath Target Date 2040 ETF worth $231K as of Q2 2026.
  • iShares LifePath Target Date 2040 ETF was a new Cerity Partners position in Q2 2026.
  • iShares LifePath Target Date 2040 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2969 holding.
  • 7 funds tracked by Wall St. Rank held iShares LifePath Target Date 2040 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.