AG
IRTR icon

AmeriFlex Group’s iShares LifePath Retirement ETF IRTR Stock Holding History

AmeriFlex Group’s Portfolio IRTR Stock Details IRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Hold
482
– – 0.01% 672
2025
Q4 		$14.8K Sell
482
-482
-50% -$14.8K 0.01% 646
2025
Q3 		$29.6K Buy
964
+482
+100% +$14.5K 0.01% 569
2025
Q2 		$14.3K Hold
482
– – 0.01% 639
2025
Q1 		$13.7K Hold
482
– – 0.01% 766
2024
Q4 		$13.8K Buy
+482
New +$13.9K 0.01% 705

Other funds holding IRTR

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

AmeriFlex Group's IRTR Position: Q1 2026 in Review

AmeriFlex Group held its iShares LifePath Retirement ETF (IRTR) position steady in Q1 2026 at 482 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #672.

AmeriFlex Group first reported a position in IRTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.6K in Q3 2025. 5 funds tracked by Wall St. Rank hold IRTR as of Q1 2026.

  • AmeriFlex Group held 482 shares of iShares LifePath Retirement ETF worth $14.8K as of Q1 2026.
  • AmeriFlex Group left its iShares LifePath Retirement ETF share count unchanged in Q1 2026.
  • iShares LifePath Retirement ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #672 holding.
  • AmeriFlex Group first reported a position in iShares LifePath Retirement ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's iShares LifePath Retirement ETF position peaked at $29.6K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.