Ken Fisher’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ken Fisher’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	$496K	Buy	7,073 +3,553	+101%	+$255K	﹤0.01%	796
2025 Q4	$244K	Buy	+3,520	New	+$242K	﹤0.01%	949
2025 Q2	–	Sell	-4,973	Closed	-$307K	–	1012
2025 Q1	$307K	Buy	+4,973	New	+$312K	﹤0.01%	889
2024 Q4	–	Sell	-3,319	Closed	-$208K	–	982
2024 Q3	$208K	Buy	+3,319	New	+$200K	﹤0.01%	896
2024 Q2	–	Sell	-5,002	Closed	-$290K	–	998
2024 Q1	$290K	Sell	5,002 -164	-3%	-$9.11K	﹤0.01%	871
2023 Q4	$278K	Buy	5,166 +179	+4%	+$9.08K	﹤0.01%	879
2023 Q3	$247K	Buy	+4,987	New	+$258K	﹤0.01%	976
2023 Q1	–	Sell	-6,547	Closed	-$327K	–	1149
2022 Q4	$327K	Buy	+6,547	New	+$321K	﹤0.01%	900
2022 Q1	–	Sell	-5,637	Closed	-$313K	–	967
2021 Q4	$313K	Buy	+5,637	New	+$301K	﹤0.01%	846
2021 Q1	–	Sell	-4,528	Closed	-$203K	–	928
2020 Q4	$203K	Buy	+4,528	New	+$193K	﹤0.01%	869
2020 Q3	–	Sell	-5,474	Closed	-$206K	–	864
2020 Q2	$206K	Buy	+5,474	New	+$199K	﹤0.01%	776

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ken Fisher's DGRO Position: Q1 2026 in Review

Ken Fisher increased its iShares Core Dividend Growth ETF (DGRO) stake by 101% in Q1 2026, buying an estimated $255K and bringing the position to 7,073 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Ken Fisher first reported a position in DGRO in Q2 2020 and has held it in 11 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Ken Fisher held 7,073 shares of iShares Core Dividend Growth ETF worth $496K as of Q1 2026.
Ken Fisher bought 3,553 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $255K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #796 holding.
Ken Fisher first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 11 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.