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Golden State Wealth Management’s iShares LifePath Retirement ETF IRTR Stock Holding History

Golden State Wealth Management’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 		$15.3K Buy
+475
New +$15.1K ﹤0.01% 1010

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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return

Golden State Wealth Management's IRTR Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in iShares LifePath Retirement ETF (IRTR) in Q2 2026: 475 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings.

8 funds tracked by Wall St. Rank hold IRTR as of Q2 2026.

  • Golden State Wealth Management held 475 shares of iShares LifePath Retirement ETF worth $15.3K as of Q2 2026.
  • iShares LifePath Retirement ETF was a new Golden State Wealth Management position in Q2 2026.
  • iShares LifePath Retirement ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1010 holding.
  • 8 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.