EGWAG
MAXJ

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

Elwood & Goetz Wealth Advisory Group’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
2025
Q1 		– Sell
-11,648
Closed -$304K – 106
2024
Q4 		$304K Hold
11,648
– – 0.07% 76
2024
Q3 		$303K Buy
+11,648
New +$297K 0.08% 72

Other funds holding MAXJ

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's MAXJ Position: Q1 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q1 2025, closing a stake of 11,648 shares — an estimated $304K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in MAXJ in Q3 2024 and held it in 2 quarters. The position peaked at $304K in Q4 2024. 38 funds tracked by Wall St. Rank hold MAXJ as of Q1 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q1 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 11,648 iShares Large Cap Max Buffer Jun ETF shares in Q1 2025, an estimated $304K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and held it in 2 quarters.
  • Elwood & Goetz Wealth Advisory Group's iShares Large Cap Max Buffer Jun ETF position peaked at $304K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.