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IAM Advisory, LLC

Position in CGGR — Capital Group Growth ETF

CIK 1825292 EASTON, PA

Position in CGGR

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$24,844,533
-$3,175,258 QoQ
Shares Held
618,177
-1.9% QoQ
Ownership
of shares outstanding
% of Portfolio
13.71%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGGR Over Time

Shares Held

Position Value (USD)

All Filings in CGGR

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $24,844,533 618,177
2025-12-31 $28,019,791 630,083
2025-09-30 $15,253,635 347,305
2025-06-30 $14,058,192 345,835
2025-03-31 $2,177,306 63,571
2024-12-31 $2,383,154 64,115
2024-09-30 $2,243,711 64,493
2024-06-30 $2,118,971 64,426
2024-03-31 $226,329 7,075
2023-12-31 $266,914 9,455
2023-09-30 $231,647 9,455
2023-06-30 $238,045 9,435