Independent Wealth Network Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1891240
URBANDALE, IA
Position in CGUS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,432,028
+$4,829 QoQ
Shares Held
37,273
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,432,028 | 37,273 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,427,199 | 35,476 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,434,550 | 36,281 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,245,242 | 33,719 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,076,949 | 32,244 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $973,320 | 27,833 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $705,790 | 20,589 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $543,993 | 16,868 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $369,682 | 11,864 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||