IAM Advisory’s American Century US Quality Growth ETF QGRO Stock Holding History

IAM Advisory’s Portfolio QGRO Stock Details QGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7M	Sell	132,680 -1,960	-1%	-$223K	3.05%	7
2026 Q1	$14.1M	Sell	134,640 -1,762	-1%	-$195K	3.17%	8
2025 Q4	$15.6M	Sell	136,402 -1,240	-0.9%	-$142K	3.47%	7
2025 Q3	$15.7M	Buy	137,642 +369	+0.3%	+$40.9K	3.54%	7
2025 Q2	$15M	Sell	137,273 -2,238	-2%	-$224K	3.6%	7
2025 Q1	$13.1M	Sell	139,511 -8,220	-6%	-$834K	3.39%	7
2024 Q4	$14.7M	Sell	147,731 -3,946	-3%	-$387K	3.73%	6
2024 Q3	$13.8M	Sell	151,677 -1,091	-0.7%	-$94.6K	3.49%	6
2024 Q2	$13.1M	Sell	152,768 -828	-0.5%	-$69K	3.56%	6
2024 Q1	$13M	Sell	153,596 -2,224	-1%	-$179K	3.57%	6
2023 Q4	$11.9M	Sell	155,820 -1,601	-1%	-$113K	3.72%	7
2023 Q3	$10.6M	Sell	157,421 -2,909	-2%	-$201K	3.71%	7
2023 Q2	$11.1M	Sell	160,330 -997	-0.6%	-$64.7K	3.78%	7
2023 Q1	$10.4M	Sell	161,327 -2,147	-1%	-$132K	3.58%	8
2022 Q4	$9.44M	Sell	163,474 -3,671	-2%	-$215K	3.47%	7
2022 Q3	$9.19M	Buy	167,145 +1,098	+0.7%	+$66.3K	3.88%	7
2022 Q2	$9.25M	Buy	166,047 +5,307	+3%	+$323K	3.8%	7
2022 Q1	$10.9M	Sell	160,740 -168	-0.1%	-$11.4K	4.44%	5
2021 Q4	$11.6M	Sell	160,908 -91	-0.1%	-$6.86K	4.58%	3
2021 Q3	$11.3M	Buy	+160,999	New	+$11.8M	4.81%	4
2021 Q2	–	Sell	-163,948	Closed	-$10.9M	–	91
2021 Q1	$10.9M	Buy	163,948 +938	+0.6%	+$59.6K	4.77%	4
2020 Q4	$10.3M	Buy	+163,010	New	+$9.45M	5.19%	4

Other funds holding QGRO

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IAM Advisory's QGRO Position: Q2 2026 in Review

IAM Advisory reduced its American Century US Quality Growth ETF (QGRO) stake by 1.5% in Q2 2026, selling an estimated $223K and leaving 132,680 shares worth $15.7M. The position accounts for 3.05% of the portfolio, ranked #7.

IAM Advisory first reported a position in QGRO in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.7M in Q3 2025. 182 funds tracked by Wall St. Rank hold QGRO as of Q2 2026.

IAM Advisory held 132,680 shares of American Century US Quality Growth ETF worth $15.7M as of Q2 2026.
IAM Advisory sold 1,960 American Century US Quality Growth ETF shares in Q2 2026, an estimated $223K.
American Century US Quality Growth ETF made up 3.05% of IAM Advisory's portfolio in Q2 2026, its #7 holding.
IAM Advisory first reported a position in American Century US Quality Growth ETF in Q4 2020 and has held it in 22 quarters since.
IAM Advisory's American Century US Quality Growth ETF position peaked at $15.7M in Q3 2025.
182 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q2 2026.

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