Independent Wealth Network’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
33,719
+1,475
| +5% | +$54.5K | 0.45% | 53 |
|
|
2025
Q1 | $1.08M | Buy |
32,244
+4,411
| +16% | +$147K | 0.43% | 61 |
|
|
2024
Q4 | $973K | Buy |
27,833
+7,244
| +35% | +$253K | 0.39% | 65 |
|
|
2024
Q3 | $706K | Buy |
20,589
+3,721
| +22% | +$128K | 0.31% | 81 |
|
|
2024
Q2 | $544K | Buy |
16,868
+5,004
| +42% | +$161K | 0.25% | 106 |
|
|
2024
Q1 | $370K | Buy |
+11,864
| New | +$370K | 0.17% | 144 |
|