Integrated Wealth Concepts’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Integrated Wealth Concepts’s Portfolio DMAX Stock Details DMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4K	Buy	+600	New	+$16.3K	﹤0.01%	4227

Other funds holding DMAX

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Integrated Wealth Concepts's DMAX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q2 2026: 600 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #4227 among its holdings.

46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Integrated Wealth Concepts held 600 shares of iShares Large Cap Max Buffer Dec ETF worth $16.4K as of Q2 2026.
iShares Large Cap Max Buffer Dec ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4227 holding.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.