IRTR
iShares LifePath Retirement ETF
1W: -0.4%
1M: +0.9%
3M: +0.9%
YTD: +3.4%
1Y: +11.8%
$31.88
+0.07 (+0.22%)
Weekly Expected Move ±1.1%
$31
$31
$32
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$30M
Holdings7,605
Top 10 Wt9.6%
Volume14,658
Avg Volume12,314
Beta0.46
Portfolio Fundamentals
P/E21.4
P/B5.3
Div Yield1.70%
ROE26.5%
% Profitable21%
Inception2023-10-19
Sector Allocation
Other
57.0%
Technology
12.2%
Financial Services
6.3%
Industrials
5.2%
Consumer Cyclical
3.7%
Communication Services
3.4%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 1.98% | $1.0M | 4,624 |
| 2 | APPLE INC | AAPL | 1.65% | $860,382 | 2,847 |
| 3 | TREASURY NOTE 1.38% 11/15/2031 | — | 1.25% | $650,891 | 7,581 |
| 4 | MICROSOFT CORP | MSFT | 1.18% | $617,030 | 1,465 |
| 5 | AMAZON.COM INC | AMZN | 0.96% | $502,304 | 1,895 |
| 6 | ALPHABET INC CLASS A | GOOGL | 0.86% | $446,686 | 1,149 |
| 7 | BROADCOM INC | AVGO | 0.73% | $381,221 | 913 |
| 8 | BLACKROCK CASH CL INST SL AGENCY | — | 0.72% | $374,150 | 374,150 |
| 9 | TREASURY NOTE 2.63% 02/15/2029 | — | 0.70% | $366,305 | 3,808 |
| 10 | ALPHABET INC CLASS C | GOOG | 0.69% | $359,960 | 935 |