UBS Group
IRTR icon

UBS Group’s iShares LifePath Retirement ETF IRTR Stock Holding History

UBS Group’s Portfolio IRTR Stock Details IRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$143 – 10541
2025
Q1 		$143 Sell
5
-1,555
-100% -$44.5K ﹤0.01% 9921
2024
Q4 		$44K Buy
1,560
+11
+0.7% +$316 ﹤0.01% 7383
2024
Q3 		$45.2K Buy
1,549
+1,529
+7,645% +$43.4K ﹤0.01% 6887
2024
Q2 		$556 Buy
+20
New +$548 ﹤0.01% 8870

Other funds holding IRTR

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return

UBS Group's IRTR Position: Q2 2025 in Review

UBS Group sold out of iShares LifePath Retirement ETF (IRTR) in Q2 2025, closing a stake of 5 shares — an estimated $143 sold.

UBS Group first reported a position in IRTR in Q2 2024 and held it in 4 quarters. The position peaked at $45.2K in Q3 2024. 5 funds tracked by Wall St. Rank hold IRTR as of Q2 2025.

  • UBS Group reported no remaining iShares LifePath Retirement ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 5 iShares LifePath Retirement ETF shares in Q2 2025, an estimated $143.
  • UBS Group first reported a position in iShares LifePath Retirement ETF in Q2 2024 and held it in 4 quarters.
  • UBS Group's iShares LifePath Retirement ETF position peaked at $45.2K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q2 2025.

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