IAM Advisory’s Capital Group Growth ETF CGGR Stock Holding History

IAM Advisory’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	$29.2M	Sell	617,766 -411	-0.1%	-$18.6K	5.68%	5
2026 Q1	$24.8M	Sell	618,177 -11,906	-2%	-$514K	5.57%	6
2025 Q4	$28M	Buy	630,083 +282,778	+81%	+$12.5M	6.23%	6
2025 Q3	$15.3M	Buy	347,305 +1,470	+0.4%	+$62.1K	3.43%	8
2025 Q2	$14.1M	Buy	345,835 +282,264	+444%	+$10.3M	3.37%	8
2025 Q1	$2.18M	Sell	63,571 -544	-0.8%	-$20.4K	0.57%	29
2024 Q4	$2.38M	Sell	64,115 -378	-0.6%	-$13.9K	0.6%	25
2024 Q3	$2.24M	Buy	64,493 +67	+0.1%	+$2.22K	0.57%	29
2024 Q2	$2.12M	Buy	64,426 +57,351	+811%	+$1.82M	0.57%	33
2024 Q1	$226K	Sell	7,075 -2,380	-25%	-$71.6K	0.06%	93
2023 Q4	$267K	Hold	9,455	–	–	0.08%	79
2023 Q3	$232K	Buy	9,455 +20	+0.2%	+$508	0.08%	84
2023 Q2	$238K	Buy	+9,435	New	+$220K	0.08%	81

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

IAM Advisory's CGGR Position: Q2 2026 in Review

IAM Advisory reduced its Capital Group Growth ETF (CGGR) stake by 0.07% in Q2 2026, selling an estimated $18.6K and leaving 617,766 shares worth $29.2M. The position accounts for 5.68% of the portfolio, ranked #5.

IAM Advisory first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

IAM Advisory held 617,766 shares of Capital Group Growth ETF worth $29.2M as of Q2 2026.
IAM Advisory sold 411 Capital Group Growth ETF shares in Q2 2026, an estimated $18.6K.
Capital Group Growth ETF made up 5.68% of IAM Advisory's portfolio in Q2 2026, its #5 holding.
IAM Advisory first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.