Weaver Consulting Group’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Weaver Consulting 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
2026 Q3	$381K	Hold	12,935	–	–	0.07%	209
2026 Q2	$377K	Sell	12,935 -565	-4%	-$16.3K	0.08%	194
2026 Q1	$380K	Hold	13,500	–	–	0.09%	176
2025 Q4	$381K	Hold	13,500	–	–	0.09%	171
2025 Q3	$379K	Sell	13,500 -300	-2%	-$8.33K	0.1%	163
2025 Q2	$380K	Hold	13,800	–	–	0.11%	153
2025 Q1	$356K	Hold	13,800	–	–	0.11%	148
2024 Q4	$361K	Hold	13,800	–	–	0.11%	142
2024 Q3	$359K	Buy	+13,800	New	+$351K	0.11%	143

Other funds holding MAXJ

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Weaver Consulting Group's MAXJ Position: Q3 2026 in Review

Weaver Consulting Group held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q3 2026 at 12,935 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #209.

Weaver Consulting Group first reported a position in MAXJ in Q3 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

Weaver Consulting Group held 12,935 shares of iShares Large Cap Max Buffer Jun ETF worth $381K as of Q3 2026.
Weaver Consulting Group left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q3 2026.
iShares Large Cap Max Buffer Jun ETF made up 0.07% of Weaver Consulting Group's portfolio in Q3 2026, its #209 holding.
Weaver Consulting Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 9 quarters since.
21 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.