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
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

SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Creative Planning's ITDC Position: Q1 2026 in Review

Creative Planning increased its iShares LifePath Target Date 2035 ETF (ITDC) stake by 16% in Q1 2026, buying an estimated $32.1K and bringing the position to 6,913 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3627.

Creative Planning first reported a position in ITDC in Q3 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold ITDC as of Q1 2026.

  • Creative Planning held 6,913 shares of iShares LifePath Target Date 2035 ETF worth $233K as of Q1 2026.
  • Creative Planning bought 930 iShares LifePath Target Date 2035 ETF shares in Q1 2026, an estimated $32.1K.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3627 holding.
  • Creative Planning first reported a position in iShares LifePath Target Date 2035 ETF in Q3 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.