Jim Simons
DGRO icon

Jim Simons’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Jim Simons’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
2026
Q1 		$6.92M Buy
98,600
+66,400
+206% +$4.76M 0.01% 1176
2025
Q4 		$2.24M Sell
32,200
-65,400
-67% -$4.5M ﹤0.01% 1795
2025
Q3 		$6.64M Buy
97,600
+81,400
+502% +$5.38M 0.01% 1324
2025
Q2 		$1.04M Sell
16,200
-7,700
-32% -$470K ﹤0.01% 2503
2025
Q1 		$1.48M Buy
+23,900
New +$1.5M ﹤0.01% 2177
2024
Q4 		– Sell
-55,600
Closed -$3.49M – 3642
2024
Q3 		$3.49M Buy
55,600
+31,600
+132% +$1.9M 0.01% 1675
2024
Q2 		$1.38M Sell
24,000
-31,500
-57% -$1.8M ﹤0.01% 2118
2024
Q1 		$3.22M Buy
55,500
+6,700
+14% +$372K 0.01% 1720
2023
Q4 		$2.63M Buy
+48,800
New +$2.47M ﹤0.01% 1775
2023
Q3 		– Sell
-70,400
Closed -$3.63M – 3740
2023
Q2 		$3.63M Buy
70,400
+47,700
+210% +$2.4M 0.01% 1609
2023
Q1 		$1.14M Sell
22,700
-1,300
-5% -$65.3K ﹤0.01% 2394
2022
Q4 		$1.2M Buy
24,000
+10,500
+78% +$515K ﹤0.01% 2424
2022
Q3 		$600K Buy
13,500
+7,600
+129% +$374K ﹤0.01% 2817
2022
Q2 		$281K Buy
+5,900
New +$297K ﹤0.01% 3488
2022
Q1 		– Sell
-25,100
Closed -$1.4M – 4135
2021
Q4 		$1.4M Sell
25,100
-14,300
-36% -$763K ﹤0.01% 2420
2021
Q3 		$1.98M Buy
39,400
+1,300
+3% +$67.3K ﹤0.01% 2097
2021
Q2 		$1.92M Buy
38,100
+21,800
+134% +$1.09M ﹤0.01% 2288
2021
Q1 		$787K Buy
+16,300
New +$754K ﹤0.01% 2714
2020
Q4 		– Sell
-19,000
Closed -$756K – 3439
2020
Q3 		$756K Buy
+19,000
New +$755K ﹤0.01% 2649

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jim Simons's DGRO Position: Q1 2026 in Review

Jim Simons increased its iShares Core Dividend Growth ETF (DGRO) stake by 206% in Q1 2026, buying an estimated $4.76M and bringing the position to 98,600 shares worth $6.92M. The position accounts for 0.01% of the portfolio, ranked #1176.

Jim Simons first reported a position in DGRO in Q3 2020 and has held it in 19 quarters since. 1,314 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Jim Simons held 98,600 shares of iShares Core Dividend Growth ETF worth $6.92M as of Q1 2026.
  • Jim Simons bought 66,400 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $4.76M.
  • iShares Core Dividend Growth ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1176 holding.
  • Jim Simons first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 19 quarters since.
  • 1,314 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.