Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares U.S. Utilities ETF (IDU)
← All IDU superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,096 | <0.01 | Buy | <0.01 | $106.08–120.82 · VW $112.60i | $243,367 | SEC |
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $106.88–117.74 · VW $111.82i | SEC | |
| 2025 Q3 | 2,287 | <0.01 | $110.90 | $253,628 | SEC | ||
| 2025 Q2 | 2,287 | <0.01 | $104.57 | $239,152 | SEC | ||
| 2025 Q1 | 2,287 | <0.01 | Buy | <0.01 | $94.37–103.01 · VW $99.65i | $231,948 | SEC |
Price snapshot:
Current price$116.05
Avg. buy price$116.11
+/- since buy-0.05%
52-week low$101.78
52-week high$119.72