Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares S&P 500 Value ETF (IVE)
← All IVE superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 9,091 | <0.01 | Add 35.02% | <0.01 | $206.97–223.06 · VW $215.66i | $1,919,565 | SEC |
| 2025 Q4 | 6,733 | <0.01 | $212.07 | $1,427,867 | SEC | ||
| 2025 Q3 | 6,733 | <0.01 | $206.51 | $1,390,432 | SEC | ||
| 2025 Q2 | 6,733 | <0.01 | Add 266.92% | <0.01 | $165.45–195.66 · VW $185.45i | $1,315,763 | SEC |
| 2025 Q1 | 1,835 | <0.01 | Buy | <0.01 | $185.33–198.68 · VW $194.10i | $349,714 | SEC |
Price snapshot:
Current price$230.88
Avg. buy price$198.52
+/- since buy16.30%
52-week low$190.73
52-week high$232.28