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Parisi Gray Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Parisi Gray Wealth Management’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
2021
Q3 		– Sell
-814
Closed -$41K – 240
2021
Q2 		$41K Buy
+814
New +$40.8K 0.02% 314

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parisi Gray Wealth Management's DGRO Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2021, closing a stake of 814 shares — an estimated $41K sold.

Parisi Gray Wealth Management first reported a position in DGRO in Q2 2021 and held it in 1 quarter. The position peaked at $41K in Q2 2021. 663 funds tracked by Wall St. Rank hold DGRO as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 814 iShares Core Dividend Growth ETF shares in Q3 2021, an estimated $41K.
  • Parisi Gray Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's iShares Core Dividend Growth ETF position peaked at $41K in Q2 2021.
  • 663 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.