IWC
ITDH icon

Integrated Wealth Concepts’s iShares LifePath Target Date 2060 ETF ITDH Stock Holding History

Integrated Wealth Concepts’s Portfolio ITDH Stock Details ITDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.1K Buy
+808
New +$33K ﹤0.01% 3678

Other funds holding ITDH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares LifePath Target Date 2060 ETF (ITDH) in Q2 2026: 808 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #3678 among its holdings.

5 funds tracked by Wall St. Rank hold ITDH as of Q2 2026.

  • Integrated Wealth Concepts held 808 shares of iShares LifePath Target Date 2060 ETF worth $34.1K as of Q2 2026.
  • iShares LifePath Target Date 2060 ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares LifePath Target Date 2060 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3678 holding.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Target Date 2060 ETF as of Q2 2026.

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