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Clearstead Advisors’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

Clearstead Advisors’s Portfolio ITDE Stock Details ITDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.1K Buy
+1,500
New +$58.4K ﹤0.01% 1438

Other funds holding ITDE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Clearstead Advisors's ITDE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares LifePath Target Date 2045 ETF (ITDE) in Q2 2026: 1,500 shares worth $60.1K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings.

6 funds tracked by Wall St. Rank hold ITDE as of Q2 2026.

  • Clearstead Advisors held 1,500 shares of iShares LifePath Target Date 2045 ETF worth $60.1K as of Q2 2026.
  • iShares LifePath Target Date 2045 ETF was a new Clearstead Advisors position in Q2 2026.
  • iShares LifePath Target Date 2045 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1438 holding.
  • 6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2045 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.