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IRTR
+0.83 · +2.75%
$31.12 · NYSE ARCA

iShares Trust (IRTR) ETF Analysis | Target-Date Retirement

iShares · USA
AUM:$52.7M
#– of – in Target-Date Retirement ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.08% — among the lowest available for this category.

What is IRTR?

The fund is actively managed and allocates and reallocates its assets among a combination of underlying funds in proportions based on its own investment strategy.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
IRTR returned 13.2% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.08% — among the lowest available. Low costs compound favourably over long holding periods.
Concentrated Holdings
Top 10 holdings account for 97.2% of the ETF — significant weight in a small number of names.
ETF Information
AUM$52.7M
Expense Ratio0.08%
Dividend Yield2.99%
Holdings10
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryTarget-Date Retirement
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.5%
1Y
+8.2%
3Y
+40.4%
5Y
+40.4%
OpenBook InsightIf you had invested £10,000 in IRTR 5 years ago, it would have grown to £14,038 — a gain of £4,038.

Annual Returns

Calendar year performance

IRTR delivered positive returns in 4 of the last 4 calendar years.
YearIRTR
2026 YTD+4.4%
2025+12.8%
2024+8.2%
2023+10.6%
CAGR 3yr+10.5%
4/4 positive yearsAvg return: +9.0%Worst year: +4.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
5.5%
Low
Momentum
+1.2%
30-day change
Support Level
31.84
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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