Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares Core S&P U.S. Growth ETF (IUSG)
← All IUSG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 135,676 | 0.06 | Add 142.67% | 0.04 | $148.39–172.13 · VW $162.10i | $21,044,704 | SEC |
| 2025 Q4 | 55,910 | 0.03 | Add 258.81% | 0.02 | $159.02–172.33 · VW $167.17i | $9,389,525 | SEC |
| 2025 Q3 | 15,582 | 0.01 | Add 16.44% | <0.01 | $148.32–166.00 · VW $157.33i | $2,563,862 | SEC |
| 2025 Q2 | 13,382 | 0.01 | Add 6.59% | <0.01 | $108.91–150.74 · VW $132.90i | $2,012,653 | SEC |
| 2025 Q1 | 12,555 | 0.01 | Reduce 6.75% | <0.01 | $123.71–146.99 · VW $136.48i | $1,595,489 | SEC |
| 2024 Q4 | 13,464 | 0.02 | $139.35 | $1,876,208 | SEC | ||
| 2024 Q3 | 13,464 | 0.02 | Reduce 2.58% | <0.01 | $113.04–133.65 · VW $126.47i | $1,776,036 | SEC |
| 2024 Q2 | 13,820 | 0.02 | Reduce 0.93% | <0.01 | $109.63–129.70 · VW $118.00i | $1,761,774 | SEC |
| 2024 Q1 | 13,950 | 0.02 | Buy | 0.02 | $100.72–118.45 · VW $111.36i | $1,635,080 | SEC |
Price snapshot:
Current price$186.32
Avg. buy price$155.54
+/- since buy19.79%
52-week low$148.20
52-week high$193.60