DMAX — ISHARES TR

Ownership history in FC Advisory LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in ISHARES TR (DMAX). 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
0.8% (2025 Q2)
Avg. % of fund
0.76%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 97,264 +1,113 +1.2% 0.75% $2.6M $26.67
2025 Q3 REDUCED 96,151 -4,153 -4.1% 0.74% $2.5M $26.11
2025 Q2 INITIATED 100,304 — — 0.80% $2.6M $25.50
% of Fund (quarterly)    DMAX price (monthly, adj. close)

Other funds also holding DMAX

As of 2025 Q4 — sorted by position size

Crown Wealth Group, LLC 3Y 3.59% BIP Wealth, LLC 0.79% ATX Financial Planning, LLC 0.72% Shared Vision Wealth Group LLC 0.15% Crewe Advisors LLC 3Y 7Y 0.09% Stuart Chaussee & Associates, Inc. 3Y 7Y 0.08% High Falls Advisors, Inc 3Y 7Y 0.08% Amplius Wealth Advisors, LLC 3Y 0.07% Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 0.04% MIDDLETON & CO INC/MA 3Y 7Y 0.03%
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