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
Q3 		$243K Buy
6,676
+14
+0.2% +$515 ﹤0.01% 3816
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

Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Creative Planning's ITDC Position: Q3 2026 in Review

Creative Planning increased its iShares LifePath Target Date 2035 ETF (ITDC) stake by 0.21% in Q3 2026, buying an estimated $515 and bringing the position to 6,676 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #3816.

Creative Planning first reported a position in ITDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $244K in Q2 2026. 9 funds tracked by Wall St. Rank hold ITDC as of Q3 2026.

  • Creative Planning held 6,676 shares of iShares LifePath Target Date 2035 ETF worth $243K as of Q3 2026.
  • Creative Planning bought 14 iShares LifePath Target Date 2035 ETF shares in Q3 2026, an estimated $515.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3816 holding.
  • Creative Planning first reported a position in iShares LifePath Target Date 2035 ETF in Q3 2025 and has held it in 5 quarters since.
  • Creative Planning's iShares LifePath Target Date 2035 ETF position peaked at $244K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.