Gotham Asset Management’s iShares Select Dividend ETF DVY Stock Holding History

Gotham Asset Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59M	Buy	17,116 +5,106	+43%	+$771K	0.01%	1039
2025 Q4	$1.7M	Buy	12,010 +5,031	+72%	+$711K	0.01%	1095
2025 Q3	$992K	Buy	6,979 +1,658	+31%	+$230K	﹤0.01%	1203
2025 Q2	$707K	Hold	5,321	–	–	﹤0.01%	1232
2025 Q1	$715K	Buy	+5,321	New	+$713K	0.01%	1109

Other funds holding DVY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gotham Asset Management's DVY Position: Q1 2026 in Review

Gotham Asset Management increased its iShares Select Dividend ETF (DVY) stake by 43% in Q1 2026, buying an estimated $771K and bringing the position to 17,116 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #1039.

Gotham Asset Management first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Gotham Asset Management held 17,116 shares of iShares Select Dividend ETF worth $2.59M as of Q1 2026.
Gotham Asset Management bought 5,106 iShares Select Dividend ETF shares in Q1 2026, an estimated $771K.
iShares Select Dividend ETF made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1039 holding.
Gotham Asset Management first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.