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 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 $3.52B AUM 18.71% 1-Year Est. Return

JLBC

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

PIA

Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return

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

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

Weaver Consulting Group's MAXJ Position: Q2 2026 in Review

Weaver Consulting Group reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 4.2% in Q2 2026, selling an estimated $16.3K and leaving 12,935 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #194.

Weaver Consulting Group first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $381K in Q4 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Weaver Consulting Group held 12,935 shares of iShares Large Cap Max Buffer Jun ETF worth $377K as of Q2 2026.
Weaver Consulting Group sold 565 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $16.3K.
iShares Large Cap Max Buffer Jun ETF made up 0.08% of Weaver Consulting Group's portfolio in Q2 2026, its #194 holding.
Weaver Consulting Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
Weaver Consulting Group's iShares Large Cap Max Buffer Jun ETF position peaked at $381K in Q4 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.