SMAX — ISHARES TR

Ownership history in FC Advisory LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which FC Advisory 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
0.63% (2025 Q4)
Avg. % of fund
0.41%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 80,775 +54,787 +210.8% 0.63% $2.2M $26.95
2025 Q3 INITIATED 25,988 — — 0.20% $696K $26.52
% 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% Client First Capital LLC 3Y 2.13% 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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