VA
IRTR icon

Valmark Advisers’s iShares LifePath Retirement ETF IRTR Stock Holding History

Valmark Advisers’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 		$1.09M Hold
35,621
– – 0.01% 336
2025
Q4 		$1.1M Hold
35,621
– – 0.01% 330
2025
Q3 		$1.09M Hold
35,621
– – 0.01% 322
2025
Q2 		$1.06M Buy
+35,621
New +$1.02M 0.01% 323

Other funds holding IRTR

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

Valmark Advisers's IRTR Position: Q1 2026 in Review

Valmark Advisers held its iShares LifePath Retirement ETF (IRTR) position steady in Q1 2026 at 35,621 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #336.

Valmark Advisers first reported a position in IRTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 5 funds tracked by Wall St. Rank hold IRTR as of Q1 2026.

  • Valmark Advisers held 35,621 shares of iShares LifePath Retirement ETF worth $1.09M as of Q1 2026.
  • Valmark Advisers left its iShares LifePath Retirement ETF share count unchanged in Q1 2026.
  • iShares LifePath Retirement ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #336 holding.
  • Valmark Advisers first reported a position in iShares LifePath Retirement ETF in Q2 2025 and has held it in 4 quarters since.
  • Valmark Advisers's iShares LifePath Retirement ETF position peaked at $1.1M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.