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Iams Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Iams Wealth Management’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
2025
Q1 		– Sell
-13,774
Closed -$512K – 158
2024
Q4 		$512K Buy
+13,774
New +$506K 0.23% 107

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Iams Wealth Management's CGGR Position: Q1 2025 in Review

Iams Wealth Management sold out of Capital Group Growth ETF (CGGR) in Q1 2025, closing a stake of 13,774 shares — an estimated $512K sold.

Iams Wealth Management first reported a position in CGGR in Q4 2024 and held it in 1 quarter. The position peaked at $512K in Q4 2024. 451 funds tracked by Wall St. Rank hold CGGR as of Q1 2025.

  • Iams Wealth Management reported no remaining Capital Group Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Iams Wealth Management sold 13,774 Capital Group Growth ETF shares in Q1 2025, an estimated $512K.
  • Iams Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and held it in 1 quarter.
  • Iams Wealth Management's Capital Group Growth ETF position peaked at $512K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.