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 Q2	$640K	Hold	23,422	–	–	0.13%	49
2026 Q1	$622K	Buy	+23,422	New	+$626K	0.13%	46

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

Smith & Howard Wealth Management's DMAX Position: Q2 2026 in Review

Smith & Howard Wealth Management held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q2 2026 at 23,422 shares worth $640K. The position accounts for 0.13% of the portfolio, ranked #49.

Smith & Howard Wealth Management first reported a position in DMAX in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Smith & Howard Wealth Management held 23,422 shares of iShares Large Cap Max Buffer Dec ETF worth $640K as of Q2 2026.
Smith & Howard Wealth Management 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 Smith & Howard Wealth Management's portfolio in Q2 2026, its #49 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 2 quarters since.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.