Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History

Independent Wealth Network Inc.

$304 Million
Q4 2025

A detailed history of Independent Wealth Network Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 35,476 shares of CGUS stock, worth $1.41 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

35,476

Previous 36,281 2.22%

Holding current value

$1.41 Million

Previous $1.43 Million 1.81%

% of portfolio

0.46%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$38.81 - $40.67 $31,242 - $32,739	-805 Reduced 2.22%	35,476 $1.41 Million
Q3 2025 Oct 15, 2025	BUY	$36.89 - $39.72 $94,512 - $101,762	2,562 Added 7.6%	36,281 $1.43 Million
Q2 2025 Jul 16, 2025	BUY	$29.93 - $36.93 $44,146 - $54,471	1,475 Added 4.57%	33,719 $1.25 Million
Q1 2025 May 02, 2025	BUY	$33.08 - $36.62 $145,915 - $161,530	4,411 Added 15.85%	32,244 $1.08 Million
Q4 2024 Jan 17, 2025	BUY	$33.96 - $36.24 $246,006 - $262,522	7,244 Added 35.18%	27,833 $973,000

Q3 2024 Oct 15, 2024	BUY	$31.19 - $34.33 $116,057 - $127,741	3,721 Added 22.06%	20,589 $705,000
Q2 2024 Jul 18, 2024	BUY	$29.72 - $32.45 $148,718 - $162,379	5,004 Added 42.18%	16,868 $543,000
Q1 2024 May 20, 2024	BUY	$27.81 - $31.24 $329,937 - $370,631	11,864 New	11,864 $369,000

Others Institutions Holding CGUS

# of Institutions

382

Shares Held

140M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History