Ownership history in IAM Advisory, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in CAPITAL GROUP GROWTH ETF (CGGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π IAM Advisory, LLC outperformed the S&P 500 by +5.3% annually on this CGGR position. Timing score: 67% (6/9 decisions correct). Average cost basis: $41.40. Maximum drawdown during holding period: β7.9%.
π₯ Exceptional β beat the S&P 500 by 5.3% per year on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 9 add/trim decisions correct
Best entry: $24.34 (2023 Q3) Β· Worst: $44.47 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π IAM Advisory, LLC has been actively increasing its CGGR allocation β a bullish signal from insiders.
Currently 6.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.