IHT Wealth Management’s Capital Group Dividend Value ETF CGDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.41M Buy
86,405
+10,942
+14% +$432K 0.09% 204
2025
Q1
$2.69M Buy
75,463
+3,631
+5% +$129K 0.08% 229
2024
Q4
$2.53M Buy
+71,832
New +$2.53M 0.08% 227