Integrated Wealth Concepts’s Capital Group Growth ETF CGGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Buy
81,481
+24,533
+43% +$997K 0.03% 460
2025
Q1
$1.95M Buy
56,948
+13,180
+30% +$451K 0.02% 583
2024
Q4
$1.63M Buy
43,768
+18,558
+74% +$690K 0.02% 634
2024
Q3
$877K Buy
25,210
+6,855
+37% +$238K 0.01% 860
2024
Q2
$604K Buy
18,355
+6,577
+56% +$216K 0.01% 975
2024
Q1
$377K Buy
11,778
+4,562
+63% +$146K 0.01% 1190
2023
Q4
$204K Buy
+7,216
New +$204K ﹤0.01% 1454