Smith & Howard Wealth Management’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$652K Hold
23,422
– – 0.12% 56
2026
Q2
$640K Hold
23,422
– – 0.13% 49
2026
Q1
$622K Buy
+23,422
New +$626K 0.13% 46

Other funds holding DMAX

Smith & Howard Wealth Management's DMAX Position: Q3 2026 in Review

Smith & Howard Wealth Management held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q3 2026 at 23,422 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #56.

Smith & Howard Wealth Management first reported a position in DMAX in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

  • Smith & Howard Wealth Management held 23,422 shares of iShares Large Cap Max Buffer Dec ETF worth $652K as of Q3 2026.
  • Smith & Howard Wealth Management left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q3 2026.
  • iShares Large Cap Max Buffer Dec ETF made up 0.12% of Smith & Howard Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Smith & Howard Wealth Management first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2026 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.