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Paragon Wealth Strategies’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Paragon Wealth Strategies’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$19.2K – 128
2022
Q4 		$19.2K Buy
+200
New +$19.2K 0.02% 106

Other funds holding IAI

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Paragon Wealth Strategies sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2023, closing a stake of 200 shares — an estimated $19.2K sold.

Paragon Wealth Strategies first reported a position in IAI in Q4 2022 and held it in 1 quarter. The position peaked at $19.2K in Q4 2022. 111 funds tracked by Wall St. Rank hold IAI as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 200 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2023, an estimated $19.2K.
  • Paragon Wealth Strategies first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $19.2K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2023.

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