Creative Planning
ITDC icon

Creative Planning’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Creative Planning’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
Q2 		$244K Sell
6,662
-251
-4% -$9.01K ﹤0.01% 3737
2026
Q1 		$233K Buy
6,913
+930
+16% +$32.1K ﹤0.01% 3627
2025
Q4 		$203K Hold
5,983
– – ﹤0.01% 3542
2025
Q3 		$203K Buy
+5,983
New +$197K ﹤0.01% 3473

Other funds holding ITDC

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Creative Planning's ITDC Position: Q2 2026 in Review

Creative Planning reduced its iShares LifePath Target Date 2035 ETF (ITDC) stake by 3.6% in Q2 2026, selling an estimated $9.01K and leaving 6,662 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Creative Planning first reported a position in ITDC in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold ITDC as of Q2 2026.

  • Creative Planning held 6,662 shares of iShares LifePath Target Date 2035 ETF worth $244K as of Q2 2026.
  • Creative Planning sold 251 iShares LifePath Target Date 2035 ETF shares in Q2 2026, an estimated $9.01K.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3737 holding.
  • Creative Planning first reported a position in iShares LifePath Target Date 2035 ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.