iShares LifePath Retirement ETF (IRTR)

• Market cap: $28.3M
• 1 day: 0.26%
• 5 days: 0.62%
• 1 month: 2.47%
• 3 months: 5.46%
• 6 months: 7.45%
• Year to date: 9.05%
• 1 year: 6%
• 5 years: 24.72%
• 10 years: 24.72%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

145% more capital invested

Capital invested by funds: $686K [Q1] → $1.68M (+$994K) [Q2]

4.39% more ownership

Funds ownership: 4.45% [Q1] → 8.85% (+4.39%) [Q2]

0% more funds holding

Funds holding: 5 [Q1] → 5 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2