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 Shares
Change % 		Capital Flow 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 +$303K 0.08% 72