Creative Planning
ITDF icon

Creative Planning’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Creative Planning’s Portfolio ITDF Stock Details ITDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Hold
5,545
– – ﹤0.01% 3775
2026
Q1 		$203K Buy
+5,545
New +$210K ﹤0.01% 3721

Other funds holding ITDF

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Creative Planning's ITDF Position: Q2 2026 in Review

Creative Planning held its iShares LifePath Target Date 2050 ETF (ITDF) position steady in Q2 2026 at 5,545 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Creative Planning first reported a position in ITDF in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold ITDF as of Q2 2026.

  • Creative Planning held 5,545 shares of iShares LifePath Target Date 2050 ETF worth $230K as of Q2 2026.
  • Creative Planning left its iShares LifePath Target Date 2050 ETF share count unchanged in Q2 2026.
  • iShares LifePath Target Date 2050 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3775 holding.
  • Creative Planning first reported a position in iShares LifePath Target Date 2050 ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q2 2026.

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