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iShares LifePath Retirement ETF

$31.33Last updated
+$0.01 (0.03%)Past day
Timezone

iShares LifePath Retirement ETF (AMEX: IRTR) is an exchange-traded fund listed on NYSE Arca, trading at $31.33 (about ₹3,010 a unit) as of 30 Sep 2026, 12:18 PM ET. It has an expense ratio of 0.08% and holds 13 securities. Indian residents can buy IRTR through Paasa under the RBI's Liberalised Remittance Scheme.

Quote

Open:$31.31
Previous close:$31.32
Volume:11.41K

Today's low

$31.31

Today's high

$31.39

52 week low

$30.13

52 week high

$32.28

IRTR opened at $31.31, closed previously at $31.32, and has traded between $30.13 and $32.28 over the past 52 weeks.

About

IRTR is an actively managed fund-of-funds designed for investors expecting to retire or begin withdrawing assets in the near future. It seeks to provide retirement outcomes based on a quantitatively measured risk that investors are willing to accept, given a particular time horizon. The fund adviser employs a multi-dimensional approach that quantifies risk using proprietary measurement tools that analyze historical and forward-looking market data. Underlying funds are selected based on their classifications, historical risk and performance, and relationship to other underlying funds. The fund primarily invests in affiliated, index-tracking ETFs that hold diversified portfolios of stocks, bonds, and money market instruments. IRTR is in its most conservative phase. However, its allocation may change in order to maintain the funds risk profile. This is the fund serves as the most conservative asset allocation in the suite. As other funds reach their retirement date, the remaining assets are rolled into IRTR.

Issuer
IShares
Exchange listed on
AMEX
Asset class
Multi-Asset
Base currency
USD
Domicile
United States
Dividends
Distributing
Launched
2023
ISIN
US46438G8446

Key statistics

Expense ratio

0.08%

Assets (AUM)

$60.2M

Holdings

13

NAV

$31.36

Avg. volume

—

1-year price change

+2.39%

5-year price change

—

Price change excludes dividends.

Top 10 holdings

1. NVIDIA
1.9%
2. APPLE
1.7%
3. MICROSOFT
1.3%
4. TREASURY NOTE 1.38% 11/15/2031 (TNOTE)
1.3%
5. AMAZON.COM INC
0.8%
6. BLACKROCK CASH CL INST SL AGENCY
0.8%
7. TREASURY NOTE 2.63% 02/15/2029 (TNOTE)
0.7%
8. ALPHABET CLASS A
0.7%
9. TAIWAN SEMICONDUCTOR MANUFACTURING
0.6%
10. BROADCOM INC
0.6%

IRTR holds 13 securities in total. These 10 are 10.5% of the fund.

Where the money is invested

Sectors

Technology
29.1%
Financial Services
15.2%
Industrials
11.9%
Consumer Cyclical
8.4%
Healthcare
8.2%
Communication Services
7.1%

Countries

United States
85.0%
Japan
2.1%
Taiwan (Province of China)
1.3%
United Kingdom
1.2%
Canada
1.2%
Korea (the Republic of)
0.9%

How to buy IRTR from India

Indian residents can buy IRTR units through Paasa in three steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the units are held in your own name with Interactive Brokers.

  1. Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Search IRTR and buy

    Find the fund by its ticker, IRTR, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Read the full guide: how to invest in IRTR from India

Trading and taxes when buying IRTR from India

Trading and limits

Trading hours
9:30 am – 4:00 pm ET
LRS limit
$250,000Per financial year, under the RBI's Liberalised Remittance Scheme.

Tax for Indian residents

TCS on remittance
20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
Capital gains in India
12.5% or slab rateGains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation. Gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
Dividends
Slab rateIt pays the dividends from its holdings out to you in cash, and dividends are taxed at your slab rate in India. The US withholds tax on dividends paid to Indian residents at the treaty rate; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit in India.Dividend tax explained
US estate tax
May applyUS-situs assets such as US-listed shares can be exposed to US estate tax for non-US persons.US estate tax calculator

Custody. Units are held in your own name at Interactive Brokers LLC and are SIPC-insured up to $500,000 in total, including $250,000 for cash.

FAQs

What is the IRTR price today?

iShares LifePath Retirement ETF (IRTR) last traded at $31.33 on NYSE Arca, as of 30 Sep 2026, 12:18 PM ET. That is ₹3,010 a unit at the 29 Sep 2026 USD/INR rate.

When does IRTR trade, in Indian time?

NYSE Arca trades 7:00 pm – 1:30 am IST, so the close lands after midnight. The window shifts to 8:00 pm – 2:30 am IST when the US is on standard time. Orders can only execute during that window.

How big is IRTR, and what does it cost to hold?

iShares LifePath Retirement ETF manages about $60.2M. Its expense ratio is 0.08% a year, deducted inside the fund. It launched in 2023.

What are IRTR's largest holdings?

The top three are NVIDIA (1.9%), APPLE (1.7%) and MICROSOFT (1.3%). IRTR's 10 largest positions make up 10.5% of the fund.

Does IRTR pay dividends?

Yes. IRTR is a distributing fund and pays the dividends from its holdings out in cash. In India they are taxed at your slab rate. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India.

How are gains on IRTR taxed in India?

Units held for more than 24 months are long-term and taxed at 12.5% without indexation; units held for 24 months or less are taxed at your income-tax slab rate. The gain is worked out in rupees, so the currency move counts.

Can I buy fractional units of IRTR?

Yes. You can buy IRTR by amount rather than by whole unit, and there is no minimum trade size.

How has IRTR performed?

IRTR's price is up 2.4% over the past year. These figures are price change only and exclude dividends; past performance does not guarantee future returns.