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IAM Advisory, LLC

Position in CGDV — Capital Group Dividend Value ETF

CIK 1825292 EASTON, PA

Position in CGDV

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$61,869,920
-$397,726 QoQ
Shares Held
1,454,394
+1.9% QoQ
Ownership
of shares outstanding
% of Portfolio
34.13%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGDV Over Time

Shares Held

Position Value (USD)

All Filings in CGDV

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $61,869,920 1,454,394
2025-12-31 $62,267,646 1,426,848
2025-09-30 $20,311,585 483,264
2025-06-30 $18,936,284 479,521
2025-03-31 $7,100,806 199,237
2024-12-31 $6,930,176 196,545