LRWM
SMAX

Lord & Richards Wealth Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Lord & Richards Wealth Management’s Portfolio SMAX Stock Details SMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,309
Closed -$32.8K – 179
2025
Q1 		$32.8K Sell
1,309
-20,188
-94% -$506K 0.04% 96
2024
Q4 		$542K Buy
+21,497
New +$542K 1.14% 29