Cyr Financial’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Cyr Financial’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	$269K	Buy	7,388 +58	+0.8%	+$2.13K	0.13%	54
2026 Q2	$269K	Buy	7,330 +70	+1%	+$2.51K	0.14%	53
2026 Q1	$245K	Sell	7,260 -2,856	-28%	-$98.7K	0.14%	52
2025 Q4	$344K	Sell	10,116 -691	-6%	-$23.7K	0.21%	49
2025 Q3	$367K	Buy	10,807 +187	+2%	+$6.16K	0.25%	47
2025 Q2	$342K	Buy	10,620 +171	+2%	+$5.22K	0.26%	43
2025 Q1	$313K	Buy	10,449 +431	+4%	+$13.1K	0.28%	48
2024 Q4	$299K	Buy	+10,018	New	+$309K	0.27%	47

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Cyr Financial's ITDC Position: Q3 2026 in Review

Cyr Financial increased its iShares LifePath Target Date 2035 ETF (ITDC) stake by 0.79% in Q3 2026, buying an estimated $2.13K and bringing the position to 7,388 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #54.

Cyr Financial first reported a position in ITDC in Q4 2024 and has held it in 8 quarters since. The position peaked at $367K in Q3 2025. 9 funds tracked by Wall St. Rank hold ITDC as of Q3 2026.

Cyr Financial held 7,388 shares of iShares LifePath Target Date 2035 ETF worth $269K as of Q3 2026.
Cyr Financial bought 58 iShares LifePath Target Date 2035 ETF shares in Q3 2026, an estimated $2.13K.
iShares LifePath Target Date 2035 ETF made up 0.13% of Cyr Financial's portfolio in Q3 2026, its #54 holding.
Cyr Financial first reported a position in iShares LifePath Target Date 2035 ETF in Q4 2024 and has held it in 8 quarters since.
Cyr Financial's iShares LifePath Target Date 2035 ETF position peaked at $367K in Q3 2025.
9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.