LPL Financial
ITDG icon

LPL Financial’s iShares LifePath Target Date 2055 ETF ITDG Stock Holding History

LPL Financial’s Portfolio ITDG Stock Details ITDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,381
Closed -$236K – 6281
2026
Q1 		$236K Buy
+6,381
New +$245K ﹤0.01% 5373

Other funds holding ITDG

CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
1L
10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return

LPL Financial's ITDG Position: Q2 2026 in Review

LPL Financial sold out of iShares LifePath Target Date 2055 ETF (ITDG) in Q2 2026, closing a stake of 6,381 shares — an estimated $236K sold.

LPL Financial first reported a position in ITDG in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 3 funds tracked by Wall St. Rank hold ITDG as of Q2 2026.

  • LPL Financial reported no remaining iShares LifePath Target Date 2055 ETF position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 6,381 iShares LifePath Target Date 2055 ETF shares in Q2 2026, an estimated $236K.
  • LPL Financial first reported a position in iShares LifePath Target Date 2055 ETF in Q1 2026 and held it in 1 quarter.
  • LPL Financial's iShares LifePath Target Date 2055 ETF position peaked at $236K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.