IA
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IAM Advisory’s Capital Group Dividend Value ETF CGDV Stock Holding History

IAM Advisory’s Portfolio CGDV Stock Details CGDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.9M Buy
479,521
+280,284
+141% +$11.1M 4.55% 6
2025
Q1 		$7.1M Buy
199,237
+2,692
+1% +$95.9K 1.84% 10
2024
Q4 		$6.93M Buy
+196,545
New +$6.93M 1.76% 12