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
2026
Q3 		$656 Buy
+21
New +$668 ﹤0.01% 10530
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

Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

UBS Group's IRTR Position: Q3 2026 in Review

UBS Group opened a new position in iShares LifePath Retirement ETF (IRTR) in Q3 2026: 21 shares worth $656. The stake represents ﹤0.01% of the portfolio and ranks #10530 among its holdings. This is a return to the name: UBS Group previously reported a position in IRTR as recently as Q1 2025.

UBS Group first reported a position in IRTR in Q2 2024 and has held it in 5 quarters since. The position peaked at $45.2K in Q3 2024. 7 funds tracked by Wall St. Rank hold IRTR as of Q3 2026.

  • UBS Group held 21 shares of iShares LifePath Retirement ETF worth $656 as of Q3 2026.
  • iShares LifePath Retirement ETF was a new UBS Group position in Q3 2026.
  • iShares LifePath Retirement ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10530 holding.
  • UBS Group first reported a position in iShares LifePath Retirement ETF in Q2 2024 and has held it in 5 quarters since.
  • UBS Group's iShares LifePath Retirement ETF position peaked at $45.2K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held iShares LifePath Retirement ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.