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Summit Financial’s iShares LifePath Retirement ETF IRTR Stock Holding History

Summit Financial’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 		$216K Buy
+6,732
New +$213K ﹤0.01% 1491

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
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
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Summit Financial's IRTR Position: Q2 2026 in Review

Summit Financial opened a new position in iShares LifePath Retirement ETF (IRTR) in Q2 2026: 6,732 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings.

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

  • Summit Financial held 6,732 shares of iShares LifePath Retirement ETF worth $216K as of Q2 2026.
  • iShares LifePath Retirement ETF was a new Summit Financial position in Q2 2026.
  • iShares LifePath Retirement ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1491 holding.
  • 8 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.