Elwood & Goetz Wealth Advisory Group’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio DMAX Stock Details DMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,693	Closed	-$232K	–	147
2025 Q4	$232K	Sell	8,693 -17,263	-67%	-$460K	0.04%	123
2025 Q3	$686K	Sell	25,956 -743	-3%	-$19.4K	0.13%	51
2025 Q2	$689K	Buy	+26,699	New	+$673K	0.15%	42

Other funds holding DMAX

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DMAX Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q1 2026, closing a stake of 8,693 shares — an estimated $232K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in DMAX in Q2 2025 and held it in 3 quarters. The position peaked at $689K in Q2 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

Elwood & Goetz Wealth Advisory Group reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q1 2026 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 8,693 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $232K.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and held it in 3 quarters.
Elwood & Goetz Wealth Advisory Group's iShares Large Cap Max Buffer Dec ETF position peaked at $689K in Q2 2025.
43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.