IWM
CGGR icon

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

IHT 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
2026
Q2 		$4.95M Buy
104,875
+10,596
+11% +$479K 0.11% 206
2026
Q1 		$3.79M Buy
94,279
+22,886
+32% +$988K 0.09% 230
2025
Q4 		$3.17M Buy
71,393
+2,727
+4% +$120K 0.08% 259
2025
Q3 		$3.02M Buy
68,666
+50,126
+270% +$2.12M 0.08% 250
2025
Q2 		$754K Buy
18,540
+543
+3% +$19.8K 0.02% 579
2025
Q1 		$616K Buy
17,997
+7,998
+80% +$299K 0.02% 606
2024
Q4 		$372K Buy
+9,999
New +$367K 0.01% 789

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IHT Wealth Management's CGGR Position: Q2 2026 in Review

IHT Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 11% in Q2 2026, buying an estimated $479K and bringing the position to 104,875 shares worth $4.95M. The position accounts for 0.11% of the portfolio, ranked #206.

IHT Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • IHT Wealth Management held 104,875 shares of Capital Group Growth ETF worth $4.95M as of Q2 2026.
  • IHT Wealth Management bought 10,596 Capital Group Growth ETF shares in Q2 2026, an estimated $479K.
  • Capital Group Growth ETF made up 0.11% of IHT Wealth Management's portfolio in Q2 2026, its #206 holding.
  • IHT Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.