Joel Greenblatt's DVY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,010 shares of iShares Select Dividend ETF (DVY) worth $1.7 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in DVY for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 5,031 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Select Dividend ETF (DVY) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Select Dividend ETF (DVY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,031 | Add 72.09% | 12,010 | $141.14 |
| Q3 2025 | +1,658 | Add 31.16% | 6,979 | $142.10 |
| Q1 2025 | +5,321 | New Buy | 5,321 | $134.29 |
Joel Greenblatt's iShares Select Dividend ETF Investment FAQs
Joel Greenblatt first purchased iShares Select Dividend ETF (DVY) in Q1 2025, acquiring 5,321 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares Select Dividend ETF (DVY) for 4 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares Select Dividend ETF (DVY) was in Q1 2025, adding 5,321 shares worth $714,557.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,010 shares of iShares Select Dividend ETF (DVY), valued at approximately $1.7 M.
As of the Q4 2025 filing, iShares Select Dividend ETF (DVY) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Select Dividend ETF (DVY) was 12,010 shares, as reported at the end of Q4 2025.