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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IAG Wealth Partners's CGGR Position: Q1 2026 in Review

IAG Wealth Partners held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 257 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

IAG Wealth Partners first reported a position in CGGR in Q4 2022 and has held it in 10 quarters since. The position peaked at $20.4K in Q1 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

IAG Wealth Partners held 257 shares of Capital Group Growth ETF worth $10.3K as of Q1 2026.
IAG Wealth Partners left its Capital Group Growth ETF share count unchanged in Q1 2026.
Capital Group Growth ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #378 holding.
IAG Wealth Partners first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 10 quarters since.
IAG Wealth Partners's Capital Group Growth ETF position peaked at $20.4K in Q1 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.