Commonwealth Equity Services’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Commonwealth Equity Services’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
2026 Q3	$244K	Sell	6,707 -1,275	-16%	-$46.9K	﹤0.01%	3917
2026 Q2	$293K	Buy	+7,982	New	+$287K	﹤0.01%	3775

Other funds holding ITDC

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Commonwealth Equity Services's ITDC Position: Q3 2026 in Review

Commonwealth Equity Services reduced its iShares LifePath Target Date 2035 ETF (ITDC) stake by 16% in Q3 2026, selling an estimated $46.9K and leaving 6,707 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Commonwealth Equity Services first reported a position in ITDC in Q2 2026 and has held it in 2 quarters since. The position peaked at $293K in Q2 2026. 9 funds tracked by Wall St. Rank hold ITDC as of Q3 2026.

Commonwealth Equity Services held 6,707 shares of iShares LifePath Target Date 2035 ETF worth $244K as of Q3 2026.
Commonwealth Equity Services sold 1,275 iShares LifePath Target Date 2035 ETF shares in Q3 2026, an estimated $46.9K.
iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3917 holding.
Commonwealth Equity Services first reported a position in iShares LifePath Target Date 2035 ETF in Q2 2026 and has held it in 2 quarters since.
Commonwealth Equity Services's iShares LifePath Target Date 2035 ETF position peaked at $293K in Q2 2026.
9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.