IWC
ITDF icon

Integrated Wealth Concepts’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Integrated Wealth Concepts’s Portfolio ITDF Stock Details ITDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
+29,061
New +$1.17M 0.01% 1232

Other funds holding ITDF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares LifePath Target Date 2050 ETF (ITDF) in Q2 2026: 29,061 shares worth $1.21M. The stake represents 0.01% of the portfolio and ranks #1232 among its holdings.

9 funds tracked by Wall St. Rank hold ITDF as of Q2 2026.

  • Integrated Wealth Concepts held 29,061 shares of iShares LifePath Target Date 2050 ETF worth $1.21M as of Q2 2026.
  • iShares LifePath Target Date 2050 ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares LifePath Target Date 2050 ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1232 holding.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q2 2026.

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