Wealth Enhancement Advisory Services
ITDH icon

Wealth Enhancement Advisory Services’s iShares LifePath Target Date 2060 ETF ITDH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ITDH Stock Details ITDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Hold
7,963
– – ﹤0.01% 3085
2026
Q1 		$297K Buy
7,963
+183
+2% +$7.03K ﹤0.01% 2788
2025
Q4 		$299K Buy
+7,780
New +$292K ﹤0.01% 2925

Other funds holding ITDH

CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's ITDH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its iShares LifePath Target Date 2060 ETF (ITDH) position steady in Q2 2026 at 7,963 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

Wealth Enhancement Advisory Services first reported a position in ITDH in Q4 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold ITDH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,963 shares of iShares LifePath Target Date 2060 ETF worth $337K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its iShares LifePath Target Date 2060 ETF share count unchanged in Q2 2026.
  • iShares LifePath Target Date 2060 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3085 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares LifePath Target Date 2060 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3 funds tracked by Wall St. Rank held iShares LifePath Target Date 2060 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.