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IRTR icon

Sunbelt Securities’s iShares LifePath Retirement ETF IRTR Stock Holding History

Sunbelt Securities’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
Q1 		$212K Buy
6,910
+1
+0% +$31 0.01% 628
2025
Q4 		$213K Sell
6,909
-190
-3% -$5.85K 0.01% 622
2025
Q3 		$218K Buy
7,099
+3,765
+113% +$113K 0.02% 614
2025
Q2 		$94K Sell
3,334
-2,538
-43% -$72.7K 0.01% 781
2025
Q1 		$167K Buy
5,872
+2,538
+76% +$72.6K 0.02% 612
2024
Q4 		$94.3K Buy
+3,334
New +$95.8K 0.01% 782

Other funds holding IRTR

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return

Sunbelt Securities's IRTR Position: Q1 2026 in Review

Sunbelt Securities increased its iShares LifePath Retirement ETF (IRTR) stake by 0.01% in Q1 2026, buying an estimated $31 and bringing the position to 6,910 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #628.

Sunbelt Securities first reported a position in IRTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q3 2025. 5 funds tracked by Wall St. Rank hold IRTR as of Q1 2026.

  • Sunbelt Securities held 6,910 shares of iShares LifePath Retirement ETF worth $212K as of Q1 2026.
  • Sunbelt Securities bought 1 iShares LifePath Retirement ETF share in Q1 2026, an estimated $31.
  • iShares LifePath Retirement ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #628 holding.
  • Sunbelt Securities first reported a position in iShares LifePath Retirement ETF in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's iShares LifePath Retirement ETF position peaked at $218K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.