IWC
ITDC icon

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
Q2 		$422K Hold
11,501
– – ﹤0.01% 1767
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

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Integrated Wealth Concepts's ITDC Position: Q2 2026 in Review

Integrated Wealth Concepts held its iShares LifePath Target Date 2035 ETF (ITDC) position steady in Q2 2026 at 11,501 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Integrated Wealth Concepts first reported a position in ITDC in Q1 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold ITDC as of Q2 2026.

  • Integrated Wealth Concepts held 11,501 shares of iShares LifePath Target Date 2035 ETF worth $422K as of Q2 2026.
  • Integrated Wealth Concepts 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 Integrated Wealth Concepts's portfolio in Q2 2026, its #1767 holding.
  • Integrated Wealth Concepts first reported a position in iShares LifePath Target Date 2035 ETF in Q1 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.