Shared Vision Wealth Group’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History
Bought
Maintained
Sold
Other funds holding DMAX
BW
JLBC
CWG
FA
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ATPW
CA
Shared Vision Wealth Group's DMAX Position: Q1 2026 in Review
Shared Vision Wealth Group held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q1 2026 at 14,254 shares worth $379K. The position accounts for 0.15% of the portfolio, ranked #74.
Shared Vision Wealth Group first reported a position in DMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $381K in Q4 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.
- Shared Vision Wealth Group held 14,254 shares of iShares Large Cap Max Buffer Dec ETF worth $379K as of Q1 2026.
- Shared Vision Wealth Group left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q1 2026.
- iShares Large Cap Max Buffer Dec ETF made up 0.15% of Shared Vision Wealth Group's portfolio in Q1 2026, its #74 holding.
- Shared Vision Wealth Group first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and has held it in 2 quarters since.
- Shared Vision Wealth Group's iShares Large Cap Max Buffer Dec ETF position peaked at $381K in Q4 2025.
- 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.
Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.