SHWM
DMAX

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

Smith & Howard Wealth Management’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
Q1 		$622K Buy
+23,422
New +$626K 0.13% 46

Other funds holding DMAX

BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Smith & Howard Wealth Management's DMAX Position: Q1 2026 in Review

Smith & Howard Wealth Management opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q1 2026: 23,422 shares worth $622K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings.

43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Smith & Howard Wealth Management held 23,422 shares of iShares Large Cap Max Buffer Dec ETF worth $622K as of Q1 2026.
  • iShares Large Cap Max Buffer Dec ETF was a new Smith & Howard Wealth Management position in Q1 2026.
  • iShares Large Cap Max Buffer Dec ETF made up 0.13% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #46 holding.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.