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Integrated Wealth Concepts’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Integrated Wealth Concepts’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 		$388K Buy
+11,501
New +$397K ﹤0.01% 1703
2025
Q4 		– Sell
-11,501
Closed -$390K – 1845
2025
Q3 		$390K Hold
11,501
– – ﹤0.01% 1482
2025
Q2 		$370K Hold
11,501
– – ﹤0.01% 1443
2025
Q1 		$345K Buy
+11,501
New +$349K ﹤0.01% 1328

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
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Integrated Wealth Concepts's ITDC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares LifePath Target Date 2035 ETF (ITDC) in Q1 2026: 11,501 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ITDC as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ITDC in Q1 2025 and has held it in 4 quarters since. The position peaked at $390K in Q3 2025. 10 funds tracked by Wall St. Rank hold ITDC as of Q1 2026.

  • Integrated Wealth Concepts held 11,501 shares of iShares LifePath Target Date 2035 ETF worth $388K as of Q1 2026.
  • iShares LifePath Target Date 2035 ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1703 holding.
  • Integrated Wealth Concepts first reported a position in iShares LifePath Target Date 2035 ETF in Q1 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's iShares LifePath Target Date 2035 ETF position peaked at $390K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.