Gotham Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284M	Buy	435,384 +27,684	+7%	+$18.9M	0.87%	5
2025 Q4	$279M	Buy	407,700 +24,860	+6%	+$16.9M	1.02%	5
2025 Q3	$256M	Buy	382,840 +110,527	+41%	+$71.2M	1.12%	5
2025 Q2	$169M	Sell	272,313 -556	-0.2%	-$319K	1.01%	5
2025 Q1	$153M	Buy	272,869 +42,029	+18%	+$24.8M	1.28%	5
2024 Q4	$136M	Sell	230,840 -387	-0.2%	-$229K	1.29%	5
2024 Q3	$133M	Buy	231,227 +556	+0.2%	+$309K	1.38%	4
2024 Q2	$126M	Buy	230,671 +28,155	+14%	+$14.8M	1.63%	4
2024 Q1	$106M	Buy	202,516 +19,012	+10%	+$9.51M	1.61%	3
2023 Q4	$87.6M	Hold	183,504	–	–	1.63%	3
2023 Q3	$78.8M	Buy	183,504 +17,617	+11%	+$7.88M	1.63%	3
2023 Q2	$73.9M	Sell	165,887 -1,063	-0.6%	-$448K	1.61%	4
2023 Q1	$68.6M	Buy	166,950 +376	+0.2%	+$151K	1.66%	3
2022 Q4	$64M	Buy	166,574 +19,634	+13%	+$7.58M	1.8%	3
2022 Q3	$52.7M	Buy	146,940 +104,939	+250%	+$41.9M	1.58%	4
2022 Q2	$15.9M	Buy	+42,001	New	+$17.3M	0.51%	18

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

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

Gotham Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q1 2026, buying an estimated $18.9M and bringing the position to 435,384 shares worth $284M. The position accounts for 0.87% of the portfolio, ranked #5.

Gotham Asset Management first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Gotham Asset Management held 435,384 shares of iShares Core S&P 500 ETF worth $284M as of Q1 2026.
Gotham Asset Management bought 27,684 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $18.9M.
iShares Core S&P 500 ETF made up 0.87% of Gotham Asset Management's portfolio in Q1 2026, its #5 holding.
Gotham Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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