Investment Partners Asset Management’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
$213K Hold
8,162
0.15% 142
2025
Q1
$204K Buy
8,162
+40
+0.5% +$1K 0.16% 137
2024
Q4
$205K Buy
+8,122
New +$205K 0.16% 139