Allie Family Office’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,964
Closed -$249K 108
2025
Q1
$249K Hold
9,964
0.14% 80
2024
Q4
$252K Buy
+9,964
New +$252K 0.14% 77