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 Q2	$211K	Hold	5,758	–	–	﹤0.01%	4390
2026 Q1	$194K	Buy	+5,758	New	+$199K	﹤0.01%	4161

Other funds holding ITDC

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Malvern, Pennsylvania $29.4B AUM

Osaic Holdings's ITDC Position: Q2 2026 in Review

Osaic Holdings held its iShares LifePath Target Date 2035 ETF (ITDC) position steady in Q2 2026 at 5,758 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #4390.

Osaic Holdings first reported a position in ITDC in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold ITDC as of Q2 2026.

Osaic Holdings held 5,758 shares of iShares LifePath Target Date 2035 ETF worth $211K as of Q2 2026.
Osaic Holdings left its iShares LifePath Target Date 2035 ETF share count unchanged in Q2 2026.
iShares LifePath Target Date 2035 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4390 holding.
Osaic Holdings first reported a position in iShares LifePath Target Date 2035 ETF in Q1 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 Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.