Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares Select Dividend ETF (DVY)
← All DVY superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 17,116 | <0.01 | Add 42.51% | <0.01 | $140.43–160.38 · VW $150.70i | $2,591,534 | SEC |
| 2025 Q4 | 12,010 | <0.01 | Add 72.09% | <0.01 | $137.16–145.03 · VW $141.47i | $1,695,091 | SEC |
| 2025 Q3 | 6,979 | <0.01 | Add 31.16% | <0.01 | $132.75–142.83 · VW $138.21i | $991,716 | SEC |
| 2025 Q2 | 5,321 | <0.01 | $132.81 | $706,682 | SEC | ||
| 2025 Q1 | 5,321 | <0.01 | Buy | <0.01 | $128.15–139.27 · VW $134.35i | $714,557 | SEC |
Price snapshot:
Current price$160.49
Avg. buy price$142.17
+/- since buy12.89%
52-week low$128.18
52-week high$161.46