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Aptus Capital Advisors’s iShares LifePath Retirement ETF IRTR Stock Holding History

Aptus Capital Advisors’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
Q2 		$93.7K Buy
2,918
+21
+0.7% +$666 ﹤0.01% 1274
2026
Q1 		$88.7K Buy
+2,897
New +$90.1K ﹤0.01% 1179

Other funds holding IRTR

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Aptus Capital Advisors's IRTR Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares LifePath Retirement ETF (IRTR) stake by 0.72% in Q2 2026, buying an estimated $666 and bringing the position to 2,918 shares worth $93.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Aptus Capital Advisors first reported a position in IRTR in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold IRTR as of Q2 2026.

  • Aptus Capital Advisors held 2,918 shares of iShares LifePath Retirement ETF worth $93.7K as of Q2 2026.
  • Aptus Capital Advisors bought 21 iShares LifePath Retirement ETF shares in Q2 2026, an estimated $666.
  • iShares LifePath Retirement ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1274 holding.
  • Aptus Capital Advisors first reported a position in iShares LifePath Retirement ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.