Northwestern Mutual Wealth Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$947 Buy
+34
New +$937 ﹤0.01% 3797
2026
Q1
– Sell
-900
Closed -$24.3K – 4518
2025
Q4
$24.3K Buy
+900
New +$24.3K ﹤0.01% 2670

Other funds holding SMAX

Northwestern Mutual Wealth Management's SMAX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 34 shares worth $947. The stake represents ﹤0.01% of the portfolio and ranks #3797 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in SMAX as recently as Q4 2025.

Northwestern Mutual Wealth Management first reported a position in SMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.3K in Q4 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Northwestern Mutual Wealth Management held 34 shares of iShares Large Cap Max Buffer Sep ETF worth $947 as of Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3797 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's iShares Large Cap Max Buffer Sep ETF position peaked at $24.3K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.