JY
ITDC icon

Jeff Yass’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Jeff Yass’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 		– Sell
-18,212
Closed -$615K – 13954
2026
Q1 		$615K Buy
18,212
+6,328
+53% +$219K ﹤0.01% 9125
2025
Q4 		$404K Buy
11,884
+92
+0.8% +$3.15K ﹤0.01% 9279
2025
Q3 		$400K Sell
11,792
-1,145
-9% -$37.7K ﹤0.01% 9472
2025
Q2 		$417K Sell
12,937
-1,323
-9% -$40.4K ﹤0.01% 9590
2025
Q1 		$428K Buy
+14,260
New +$433K ﹤0.01% 9245

Other funds holding ITDC

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
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

Jeff Yass's ITDC Position: Q2 2026 in Review

Jeff Yass sold out of iShares LifePath Target Date 2035 ETF (ITDC) in Q2 2026, closing a stake of 18,212 shares — an estimated $615K sold.

Jeff Yass first reported a position in ITDC in Q1 2025 and held it in 5 quarters. The position peaked at $615K in Q1 2026. 9 funds tracked by Wall St. Rank hold ITDC as of Q2 2026.

  • Jeff Yass reported no remaining iShares LifePath Target Date 2035 ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 18,212 iShares LifePath Target Date 2035 ETF shares in Q2 2026, an estimated $615K.
  • Jeff Yass first reported a position in iShares LifePath Target Date 2035 ETF in Q1 2025 and held it in 5 quarters.
  • Jeff Yass's iShares LifePath Target Date 2035 ETF position peaked at $615K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.