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September 2026 update

iShares US Large Cap Max Buffer Mar UCITS ETF · IE000INTB8Q8 · MAXM
Rebalix monthly basket snapshots compared: 6 August 202631 August 2026 (issuer-declared dates; each section states its own)
In brief: 4 issuers added and 4 removed from the basket · 1 weight change beyond ±0.25 points · NAV change over the period +0.4% · costs and key facts unchanged.

The largest sector move is Other, down 0.5 percentage points. Top-ten concentration increased by 1.7 percentage points. 4 issuers entered the basket and 4 left.

Declared positions
114
121 → 114 · Δ −7
as of 31 Aug
Top-10 weight
147.7%
146.0 → 147.7% · Δ +1.7 p.p.
concentration
NAV change over the period
+0.4%
in USD · 6 Aug → 31 Aug
Assets at month end
20 mln $
+0.4% in the month

Basket

Source: basket file published by the issuer, as of 20 Aug and 31 Aug, compared holding by holding by Rebalix (cash excluded, lines of the same holding merged).

Issuers added (4)

APPLIED MATERIAL INC<0.01%
CDW<0.01%
MICROSOFT<0.01%
JOHNSON & JOHNSON<0.01%

Issuers removed (4)

ANALOG DEVICES<0.01%
OREILLY AUTOMOTIVE INC<0.01%
ALPHABET CLASS A<0.01%
DOMINION ENERGY<0.01%

Rows compared: 55 → 55 issuers. The issuer file lists 114 positions but does not identify individual issues (no code per row): rows with the same name — e.g. the issues of one sovereign — are merged into one, so additions, removals and weight changes here are per issuer. Files of 20 Aug and 31 Aug.

Weight changes beyond ±0.25 points (1)

S&P 500 TOTAL RETURN INDEX 500
112.6113.1% · +0.52 p.p.

Top 10 holdings — before and after

Source: basket file published by the issuer, as of 6 Aug and 31 Aug; snapshots archived by Rebalix on 7 Aug and 2 Sept.

Weight of each holding in the basket at the two snapshots. Together the top 10 weigh 146.0% → 147.7% (Δ +1.7 p.p.). Union of the two top-10 lists: 14 holdings, because 4 entered and 4 left the top 10.

S&P 500 TOTAL RETURN INDEX 500
113.1%
APPLE — enters the top 10
5.2%
NVIDIA
5.2%
AMAZON.COM INC
4.7%
TESLA INC — enters the top 10
4.6%
ADOBE INC
3.1%
ADVANCED MICRO DEVICES — enters the top 10
3.0%
AUTOMATIC DATA PROCESSING INC
3.0%
ARISTA NETWORKS
2.9%
SYNOPSYS — enters the top 10
2.9%
ANALOG DEVICES — leaves the top 10
4.2% →
INTEL CORPORATION — leaves the top 10
2.6%
PAYPAL HOLDINGS INC — leaves the top 10
2.5%
BERKSHIRE HATHAWAY INC CLASS B — leaves the top 10
2.8%
6 Aug31 Augorange line = up, grey = down; “→” with no value = out of the top 20
See the numbers as a table
Holding6 Aug31 Aug
S&P 500 TOTAL RETURN INDEX 500113.6%113.1%
APPLE — enters the top 10 (enters top 10)5.2%
NVIDIA5.3%5.2%
AMAZON.COM INC4.7%4.7%
TESLA INC — enters the top 10 (enters top 10)4.6%
ADOBE INC3.0%3.1%
ADVANCED MICRO DEVICES — enters the top 10 (enters top 10)3.0%3.0%
AUTOMATIC DATA PROCESSING INC3.0%3.0%
ARISTA NETWORKS3.0%2.9%
SYNOPSYS — enters the top 10 (enters top 10)2.7%2.9%
ANALOG DEVICES — leaves the top 10 (leaves top 10)4.2%
INTEL CORPORATION — leaves the top 10 (leaves top 10)3.2%2.6%
PAYPAL HOLDINGS INC — leaves the top 10 (leaves top 10)3.0%2.5%
BERKSHIRE HATHAWAY INC CLASS B — leaves the top 10 (leaves top 10)3.0%2.8%

Sectors and countries

Source: aggregate breakdowns declared by the issuer in the two snapshots (6 Aug and 31 Aug).

Sectors — where the weight moved

Other
113.6113.1% · 0.51 p.p.
Energy
0.00.0% · +0.00 p.p.
Utilities
0.00.0% · +0.00 p.p.
Financials
0.00.0% · +0.00 p.p.
Health Care
0.00.0% · +0.00 p.p.
Industrials
0.00.0% · +0.00 p.p.

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries — the top five

United States
100.0100.0% · +0.01 p.p.
Canada
0.00.0% · +0.00 p.p.
Israel
0.00.0% · +0.00 p.p.
Switzerland
0.00.0% · +0.00 p.p.
European Union
0.00.0% · +0.00 p.p.

Nearly unchanged: every country moves less than ±0.2 points between the two snapshots.

See the numbers as a table
Country6 Aug31 Aug
United States100.0%100.0%
4 more countries below 0.05% in both snapshots

NAV and assets over the period

Source: daily NAV series published by the issuer.

NAV over the period (USD)

5.35.325.32
6 Aug31 Aug

5.3 → 5.32: +0.4% from 6 Aug to 31 Aug, the last NAV available at each snapshot date.

Assets over the month

202020
3 Aug31 Aug

20 mln $20 mln $ (issuer’s daily series).

Costs and key facts

Source: issuer KID (costs as of 2 Sept); Rebalix events register.

TER
0.50%
unchanged
Transaction costs (KID)
0.00%
unchanged
Index, name, policy
unchanged
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10, composition and breakdowns the dates of the two archived snapshots; maturities, ratings and duration the monthly registry snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.