Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares S&P 500 Growth ETF (IVW)
← All IVW superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 56,416 | 0.02 | Add 2.12% | <0.01 | $108.13–126.03 · VW $118.26i | $6,381,214 | SEC |
| 2025 Q4 | 55,244 | 0.02 | $123.26 | $6,809,375 | SEC | ||
| 2025 Q3 | 55,244 | 0.03 | Add 364.47% | 0.02 | $108.48–121.77 · VW $115.23i | $6,669,056 | SEC |
| 2025 Q2 | 11,894 | <0.01 | Add 187.50% | <0.01 | $79.31–110.35 · VW $98.91i | $1,309,529 | SEC |
| 2025 Q1 | 4,137 | <0.01 | Buy | <0.01 | $90.11–107.14 · VW $99.20i | $384,038 | SEC |
Price snapshot:
Current price$136.46
Avg. buy price$117.06
+/- since buy16.58%
52-week low$108.03
52-week high$141.85