Citadel Advisors’s iShares LifePath Retirement ETF IRTR Stock Holding History

Citadel 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
2025 Q3	–	Sell	-12,875	Closed	-$383K	–	13420
2025 Q2	$383K	Buy	12,875 +388	+3%	+$11.1K	﹤0.01%	9247
2025 Q1	$356K	Buy	12,487 +1,675	+15%	+$47.9K	﹤0.01%	9214
2024 Q4	$305K	Sell	10,812 -170	-2%	-$4.89K	﹤0.01%	9620
2024 Q3	$320K	Sell	10,982 -5,036	-31%	-$143K	﹤0.01%	9194
2024 Q2	$445K	Buy	+16,018	New	+$439K	﹤0.01%	8291
2024 Q1	–	Sell	-31,604	Closed	-$854K	–	15012
2023 Q4	$854K	Buy	+31,604	New	+$817K	﹤0.01%	6987

Other funds holding IRTR

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Citadel Advisors's IRTR Position: Q3 2025 in Review

Citadel Advisors sold out of iShares LifePath Retirement ETF (IRTR) in Q3 2025, closing a stake of 12,875 shares — an estimated $383K sold.

Citadel Advisors first reported a position in IRTR in Q4 2023 and held it in 6 quarters. The position peaked at $854K in Q4 2023. 5 funds tracked by Wall St. Rank hold IRTR as of Q3 2025.

Citadel Advisors reported no remaining iShares LifePath Retirement ETF position as of Q3 2025 after selling out during the quarter.
Citadel Advisors sold 12,875 iShares LifePath Retirement ETF shares in Q3 2025, an estimated $383K.
Citadel Advisors first reported a position in iShares LifePath Retirement ETF in Q4 2023 and held it in 6 quarters.
Citadel Advisors's iShares LifePath Retirement ETF position peaked at $854K in Q4 2023.
5 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.