Joel Greenblatt's DGRO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 213,452 shares of iShares Core Dividend Growth ETF (DGRO) worth $14.53 M, representing 0.06% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in DGRO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 60,554 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core Dividend Growth ETF (DGRO) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core Dividend Growth ETF (DGRO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +20,264 | New Buy | 20,264 | $58.06 |
| Q2 2024 | +37,488 | Add 185.00% | 57,752 | $57.61 |
| Q3 2024 | +17,287 | Add 29.93% | 75,039 | $62.69 |
| Q4 2024 | +18,113 | Add 24.14% | 93,152 | $61.34 |
| Q1 2025 | +60,554 | Add 65.01% | 153,706 | $61.78 |
| Q2 2025 | +40,896 | Add 26.61% | 194,602 | $63.94 |
| Q3 2025 | +18,850 | Add 9.69% | 213,452 | $68.08 |
Joel Greenblatt's iShares Core Dividend Growth ETF Investment FAQs
Joel Greenblatt first purchased iShares Core Dividend Growth ETF (DGRO) in Q1 2024, acquiring 20,264 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares Core Dividend Growth ETF (DGRO) for 7 quarters since Q1 2024.
Joel Greenblatt's largest addition to iShares Core Dividend Growth ETF (DGRO) was in Q1 2025, adding 153,706 shares worth $9.5 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 213,452 shares of iShares Core Dividend Growth ETF (DGRO), valued at approximately $14.53 M.
As of the Q3 2025 filing, iShares Core Dividend Growth ETF (DGRO) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Core Dividend Growth ETF (DGRO) was 213,452 shares, as reported at the end of Q3 2025.