UBS Group
HART

UBS Group’s IQ Healthy Hearts ETF HART Stock Holding History

UBS Group’s Portfolio HART Stock Details HART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-648
Closed -$20.3K – 10492
2025
Q1 		$20.3K Buy
648
+406
+168% +$13K ﹤0.01% 8224
2024
Q4 		$7.42K Buy
+242
New +$7.71K ﹤0.01% 8474
2024
Q2 		– Sell
-65
Closed -$1.96K – 9741
2024
Q1 		$1.96K Buy
+65
New +$1.92K ﹤0.01% 8012
2023
Q3 		– Sell
-121
Closed -$3.44K – 9659
2023
Q2 		$3.44K Buy
+121
New +$3.41K ﹤0.01% 7630
2023
Q1 		– Sell
-2,615
Closed -$69.8K – 9896
2022
Q4 		$69.8K Buy
2,615
+1,215
+87% +$31.5K ﹤0.01% 6450
2022
Q3 		$34K Buy
+1,400
New +$36.9K ﹤0.01% 6731
2022
Q2 		– Sell
-417
Closed -$12K – 10566
2022
Q1 		$12K Sell
417
-193
-32% -$5.35K ﹤0.01% 8179
2021
Q4 		$18K Buy
+610
New +$17.3K ﹤0.01% 7971
2021
Q3 		– Sell
-115
Closed -$3K – 9757
2021
Q2 		$3K Buy
+115
New +$3.07K ﹤0.01% 8806

Other funds holding HART

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's HART Position: Q2 2025 in Review

UBS Group sold out of IQ Healthy Hearts ETF (HART) in Q2 2025, closing a stake of 648 shares — an estimated $20.3K sold.

UBS Group first reported a position in HART in Q2 2021 and held it in 9 quarters. The position peaked at $69.8K in Q4 2022. 3 funds tracked by Wall St. Rank hold HART as of Q2 2025.

  • UBS Group reported no remaining IQ Healthy Hearts ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 648 IQ Healthy Hearts ETF shares in Q2 2025, an estimated $20.3K.
  • UBS Group first reported a position in IQ Healthy Hearts ETF in Q2 2021 and held it in 9 quarters.
  • UBS Group's IQ Healthy Hearts ETF position peaked at $69.8K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.