Realta Investment Advisors’s iShares LifePath Retirement ETF IRTR Stock Holding History

Realta Investment 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	$301K	Buy	+9,364	New	+$297K	0.09%	172

Other funds holding IRTR

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Realta Investment Advisors's IRTR Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in iShares LifePath Retirement ETF (IRTR) in Q2 2026: 9,364 shares worth $301K. The stake represents 0.09% of the portfolio and ranks #172 among its holdings.

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

Realta Investment Advisors held 9,364 shares of iShares LifePath Retirement ETF worth $301K as of Q2 2026.
iShares LifePath Retirement ETF was a new Realta Investment Advisors position in Q2 2026.
iShares LifePath Retirement ETF made up 0.09% of Realta Investment Advisors's portfolio in Q2 2026, its #172 holding.
2 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.