OneDigital Investment Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.81M Buy
174,955
+96,370
+123% +$2.65M 0.05% 248
2025
Q1
$2.03M Sell
78,585
-5,459
-6% -$141K 0.02% 408
2024
Q4
$2.2M Buy
84,044
+800
+1% +$20.9K 0.03% 399
2024
Q3
$2.16M Buy
+83,244
New +$2.16M 0.02% 420