SMAX — ISHARES TR

Ownership history in Client First Capital LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in ISHARES TR (SMAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.4% (2025 Q1)
Avg. % of fund
2.26%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 187,467 +328 +0.2% 2.13% $5.1M $26.95
2025 Q3 ADDED 187,139 +113 +0.1% 2.23% $5.0M $26.52
2025 Q2 ADDED 187,026 +89 +0.0% 2.28% $4.9M $25.79
2025 Q1 INITIATED 186,937 — — 2.40% $4.7M $24.80
% of Fund (quarterly)    SMAX price (monthly, adj. close)

Other funds also holding SMAX

As of 2025 Q4 — sorted by position size

J. L. Bainbridge & Co., Inc. 3Y 7Y 3.99% FC Advisory LLC 3Y 7Y 0.63% JIM SAULNIER & ASSOCIATES, LLC 0.5% Crown Wealth Group, LLC 3Y 0.23% BIP Wealth, LLC 0.16% Lifestyle Asset Management, Inc. 0.15% Investment Partners Asset Management, Inc. 0.14% Amplius Wealth Advisors, LLC 3Y 0.11% Crewe Advisors LLC 3Y 7Y 0.09% Tradition Wealth Management, LLC 3Y 0.04%
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