BlackRock
SMAX

BlackRock’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

BlackRock’s Portfolio SMAX Stock Details SMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,000
Closed -$501K – 5617
2025
Q1 		$501K Sell
20,000
-370,000
-95% -$9.37M ﹤0.01% 4400
2024
Q4 		$9.83M Buy
+390,000
New +$9.81M ﹤0.01% 3442

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.11B AUM 25.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CFC
Client First Capital San Diego, California $227M AUM 14.81% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return