IAG Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

IAG Wealth Partners’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.7K	Buy	693 +436	+170%	+$19.7K	﹤0.01%	254
2026 Q1	$10.3K	Hold	257	–	–	﹤0.01%	378
2025 Q4	$11.4K	Hold	257	–	–	﹤0.01%	348
2025 Q3	$11.3K	Hold	257	–	–	﹤0.01%	361
2025 Q2	$10.4K	Sell	257 -339	-57%	-$12.4K	﹤0.01%	335
2025 Q1	$20.4K	Buy	596 +385	+182%	+$14.4K	﹤0.01%	276
2024 Q4	$7.84K	Buy	+211	New	+$7.75K	﹤0.01%	372
2023 Q4	–	Sell	-495	Closed	-$12.1K	–	434
2023 Q3	$12.1K	Hold	495	–	–	﹤0.01%	275
2023 Q2	$12.5K	Hold	495	–	–	﹤0.01%	284
2023 Q1	$11.1K	Hold	495	–	–	﹤0.01%	298
2022 Q4	$9.87K	Buy	+495	New	+$10.1K	﹤0.01%	288

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IAG Wealth Partners's CGGR Position: Q2 2026 in Review

IAG Wealth Partners increased its Capital Group Growth ETF (CGGR) stake by 170% in Q2 2026, buying an estimated $19.7K and bringing the position to 693 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

IAG Wealth Partners first reported a position in CGGR in Q4 2022 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

IAG Wealth Partners held 693 shares of Capital Group Growth ETF worth $32.7K as of Q2 2026.
IAG Wealth Partners bought 436 Capital Group Growth ETF shares in Q2 2026, an estimated $19.7K.
Capital Group Growth ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #254 holding.
IAG Wealth Partners first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 11 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.