Paragon Wealth Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Paragon Wealth Strategies’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7	Closed	-$326	–	85
2022 Q4	$326	Buy	7 +1	+17%	+$49	﹤0.01%	237
2022 Q3	$0	Buy	+6	New	+$295	﹤0.01%	170
2021 Q3	–	Sell	-1,596	Closed	-$80K	–	101
2021 Q2	$80K	Buy	+1,596	New	+$80.1K	0.02%	63

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paragon Wealth Strategies's DGRO Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2023, closing a stake of 7 shares — an estimated $326 sold.

Paragon Wealth Strategies first reported a position in DGRO in Q2 2021 and held it in 3 quarters. The position peaked at $80K in Q2 2021. 855 funds tracked by Wall St. Rank hold DGRO as of Q1 2023.

Paragon Wealth Strategies reported no remaining iShares Core Dividend Growth ETF position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 7 iShares Core Dividend Growth ETF shares in Q1 2023, an estimated $326.
Paragon Wealth Strategies first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's iShares Core Dividend Growth ETF position peaked at $80K in Q2 2021.
855 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.