Osaic Holdings’s iShares LifePath Target Date 2035 ETF ITDC Stock Holding History

Osaic Holdings’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 Q1	$194K	Buy	+5,758	New	+$199K	﹤0.01%	4161

Other funds holding ITDC

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Osaic Holdings's ITDC Position: Q1 2026 in Review

Osaic Holdings opened a new position in iShares LifePath Target Date 2035 ETF (ITDC) in Q1 2026: 5,758 shares worth $194K. The stake represents ﹤0.01% of the portfolio and ranks #4161 among its holdings.

10 funds tracked by Wall St. Rank hold ITDC as of Q1 2026.

Osaic Holdings held 5,758 shares of iShares LifePath Target Date 2035 ETF worth $194K as of Q1 2026.
iShares LifePath Target Date 2035 ETF was a new Osaic Holdings position in Q1 2026.
iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4161 holding.
10 funds tracked by Wall St. Rank held iShares LifePath Target Date 2035 ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.