Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares Core Dividend Growth ETF (DGRO)
← All DGRO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 353,466 | 0.08 | Add 59.22% | 0.03 | $68.68–74.28 · VW $71.56i | $24,806,244 | SEC |
| 2025 Q4 | 221,999 | 0.06 | Add 4.00% | <0.01 | $66.93–70.61 · VW $68.90i | $15,411,171 | SEC |
| 2025 Q3 | 213,452 | 0.06 | Add 9.69% | <0.01 | $63.76–68.13 · VW $66.19i | $14,531,812 | SEC |
| 2025 Q2 | 194,602 | 0.07 | Add 26.61% | 0.02 | $54.09–64.04 · VW $60.59i | $12,442,852 | SEC |
| 2025 Q1 | 153,706 | 0.08 | Add 65.01% | 0.03 | $60.30–64.48 · VW $62.77i | $9,495,957 | SEC |
| 2024 Q4 | 93,152 | 0.05 | Add 24.14% | 0.01 | $60.57–65.08 · VW $62.86i | $5,713,944 | SEC |
| 2024 Q3 | 75,039 | 0.05 | Add 29.93% | 0.01 | $57.37–62.88 · VW $60.61i | $4,704,195 | SEC |
| 2024 Q2 | 57,752 | 0.04 | Add 185.00% | 0.03 | $55.08–58.61 · VW $57.03i | $3,327,093 | SEC |
| 2024 Q1 | 20,264 | 0.02 | Buy | 0.02 | $53.11–58.19 · VW $55.67i | $1,176,528 | SEC |
Price snapshot:
Current price$77.21
Avg. buy price$65.04
+/- since buy18.71%
52-week low$62.44
52-week high$78.06