LPL Financial
ITDC icon

LPL Financial’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

LPL Financial’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
Q3 		$515K Buy
14,173
+3,528
+33% +$130K ﹤0.01% 5081
2026
Q2 		$391K Buy
+10,645
New +$382K ﹤0.01% 5246

Other funds holding ITDC

Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

LPL Financial's ITDC Position: Q3 2026 in Review

LPL Financial increased its iShares LifePath Target Date 2035 ETF (ITDC) stake by 33% in Q3 2026, buying an estimated $130K and bringing the position to 14,173 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #5081.

LPL Financial first reported a position in ITDC in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold ITDC as of Q3 2026.

  • LPL Financial held 14,173 shares of iShares LifePath Target Date 2035 ETF worth $515K as of Q3 2026.
  • LPL Financial bought 3,528 iShares LifePath Target Date 2035 ETF shares in Q3 2026, an estimated $130K.
  • iShares LifePath Target Date 2035 ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5081 holding.
  • LPL Financial first reported a position in iShares LifePath Target Date 2035 ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.