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 Q3	$1.56K	Sell	43 -10	-19%	-$368	﹤0.01%	335
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

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

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 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's ITDC Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares LifePath Target Date 2035 ETF (ITDC) stake by 19% in Q3 2026, selling an estimated $368 and leaving 43 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Halbert Hargrove Global Advisors first reported a position in ITDC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.04K in Q3 2025. 9 funds tracked by Wall St. Rank hold ITDC as of Q3 2026.

Halbert Hargrove Global Advisors held 43 shares of iShares LifePath Target Date 2035 ETF worth $1.56K as of Q3 2026.
Halbert Hargrove Global Advisors sold 10 iShares LifePath Target Date 2035 ETF shares in Q3 2026, an estimated $368.
iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #335 holding.
Halbert Hargrove Global Advisors first reported a position in iShares LifePath Target Date 2035 ETF in Q1 2025 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares LifePath Target Date 2035 ETF position peaked at $2.04K in Q3 2025.
9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.