CFS
MAXJ

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
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

BW
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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

CRA Financial Services's MAXJ Position: Q2 2026 in Review

CRA Financial Services reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 6.2% in Q2 2026, selling an estimated $72.1K and leaving 37,836 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #119.

CRA Financial Services first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q1 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • CRA Financial Services held 37,836 shares of iShares Large Cap Max Buffer Jun ETF worth $1.1M as of Q2 2026.
  • CRA Financial Services sold 2,500 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $72.1K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.13% of CRA Financial Services's portfolio in Q2 2026, its #119 holding.
  • CRA Financial Services first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
  • CRA Financial Services's iShares Large Cap Max Buffer Jun ETF position peaked at $1.47M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.