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Halbert Hargrove Global Advisors’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Halbert Hargrove Global Advisors’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 		$1.95K Hold
53
– – ﹤0.01% 391
2026
Q1 		$1.79K Hold
53
– – ﹤0.01% 345
2025
Q4 		$1.8K Sell
53
-7
-12% -$240 ﹤0.01% 342
2025
Q3 		$2.04K Hold
60
– – ﹤0.01% 559
2025
Q2 		$1.93K Hold
60
– – ﹤0.01% 290
2025
Q1 		$1.8K Buy
+60
New +$1.82K ﹤0.01% 410

Other funds holding ITDC

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

Halbert Hargrove Global Advisors's ITDC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares LifePath Target Date 2035 ETF (ITDC) position steady in Q2 2026 at 53 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Halbert Hargrove Global Advisors first reported a position in ITDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04K in Q3 2025. 4 funds tracked by Wall St. Rank hold ITDC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 53 shares of iShares LifePath Target Date 2035 ETF worth $1.95K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its iShares LifePath Target Date 2035 ETF share count unchanged in Q2 2026.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #391 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares LifePath Target Date 2035 ETF in Q1 2025 and has held it in 6 quarters since.
  • Halbert Hargrove Global Advisors's iShares LifePath Target Date 2035 ETF position peaked at $2.04K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.