Shared Vision Wealth Group’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Shared Vision Wealth Group’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	$390K	Hold	14,254	–	–	0.13%	81
2026 Q1	$379K	Hold	14,254	–	–	0.15%	74
2025 Q4	$381K	Buy	+14,254	New	+$380K	0.15%	70

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

Shared Vision Wealth Group's DMAX Position: Q2 2026 in Review

Shared Vision Wealth Group held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q2 2026 at 14,254 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #81.

Shared Vision Wealth Group first reported a position in DMAX in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Shared Vision Wealth Group held 14,254 shares of iShares Large Cap Max Buffer Dec ETF worth $390K as of Q2 2026.
Shared Vision Wealth Group left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Dec ETF made up 0.13% of Shared Vision Wealth Group's portfolio in Q2 2026, its #81 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 3 quarters since.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.