Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares Core S&P U.S. Value ETF (IUSV)
← All IUSV superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 240,968 | 0.08 | Add 87.54% | 0.04 | $100.11–108.20 · VW $104.52i | $24,638,978 | SEC |
| 2025 Q4 | 128,490 | 0.05 | Add 168.07% | 0.03 | $97.95–104.12 · VW $101.59i | $13,175,365 | SEC |
| 2025 Q3 | 47,932 | 0.02 | Add 45.70% | <0.01 | $93.91–100.03 · VW $97.51i | $4,790,803 | SEC |
| 2025 Q2 | 32,898 | 0.02 | $94.63 | $3,113,138 | SEC | ||
| 2025 Q1 | 32,898 | 0.03 | Add 58.13% | <0.01 | $89.75–96.39 · VW $93.87i | $3,036,156 | SEC |
| 2024 Q4 | 20,805 | 0.02 | Add 108.32% | <0.01 | $91.68–100.29 · VW $95.69i | $1,926,335 | SEC |
| 2024 Q3 | 9,987 | <0.01 | Buy | <0.01 | $87.32–95.66 · VW $92.59i | $953,659 | SEC |
Price snapshot:
Current price$111.88
Avg. buy price$100.99
+/- since buy10.78%
52-week low$92.23
52-week high$112.48