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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 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.

2 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.
2 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.