CRA Financial Services’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

CRA Financial Services’s Portfolio MAXJ Stock Details MAXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.09M	Sell	36,836 -1,000	-3%	-$29.3K	0.12%	125
2026 Q2	$1.1M	Sell	37,836 -2,500	-6%	-$72.1K	0.13%	119
2026 Q1	$1.14M	Sell	40,336 -900	-2%	-$25.5K	0.15%	114
2025 Q4	$1.16M	Sell	41,236 -1,090	-3%	-$30.7K	0.15%	108
2025 Q3	$1.19M	Sell	42,326 -550	-1%	-$15.3K	0.16%	107
2025 Q2	$1.18M	Sell	42,876 -14,140	-25%	-$371K	0.18%	101
2025 Q1	$1.47M	Buy	57,016 +891	+2%	+$23.4K	0.25%	80
2024 Q4	$1.47M	Buy	56,125 +4,550	+9%	+$119K	0.25%	73
2024 Q3	$1.34M	Buy	+51,575	New	+$1.31M	0.25%	75

Other funds holding MAXJ

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

CRA Financial Services's MAXJ Position: Q3 2026 in Review

CRA Financial Services reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 2.6% in Q3 2026, selling an estimated $29.3K and leaving 36,836 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #125.

CRA Financial Services first reported a position in MAXJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q1 2025. 25 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

CRA Financial Services held 36,836 shares of iShares Large Cap Max Buffer Jun ETF worth $1.09M as of Q3 2026.
CRA Financial Services sold 1,000 iShares Large Cap Max Buffer Jun ETF shares in Q3 2026, an estimated $29.3K.
iShares Large Cap Max Buffer Jun ETF made up 0.12% of CRA Financial Services's portfolio in Q3 2026, its #125 holding.
CRA Financial Services first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 9 quarters since.
CRA Financial Services's iShares Large Cap Max Buffer Jun ETF position peaked at $1.47M in Q1 2025.
25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.