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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
Q1 		$88.7K Buy
+2,897
New +$90.1K ﹤0.01% 1179

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
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return

Aptus Capital Advisors's IRTR Position: Q1 2026 in Review

Aptus Capital Advisors opened a new position in iShares LifePath Retirement ETF (IRTR) in Q1 2026: 2,897 shares worth $88.7K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

5 funds tracked by Wall St. Rank hold IRTR as of Q1 2026.

  • Aptus Capital Advisors held 2,897 shares of iShares LifePath Retirement ETF worth $88.7K as of Q1 2026.
  • iShares LifePath Retirement ETF was a new Aptus Capital Advisors position in Q1 2026.
  • iShares LifePath Retirement ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1179 holding.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.