Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares Russell 1000 Value ETF (IWD)
← All IWD superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 115,303 | 0.08 | Add 42.70% | 0.02 | $208.66–226.39 · VW $218.27i | $24,636,792 | SEC |
| 2025 Q4 | 80,801 | 0.06 | Add 29.04% | 0.01 | $199.40–213.53 · VW $207.22i | $16,995,682 | SEC |
| 2025 Q3 | 62,617 | 0.06 | Add 21.28% | <0.01 | $191.64–204.02 · VW $199.02i | $12,748,195 | SEC |
| 2025 Q2 | 51,629 | 0.06 | Add 52.23% | 0.02 | $163.19–194.50 · VW $184.88i | $10,027,901 | SEC |
| 2025 Q1 | 33,916 | 0.05 | Buy | 0.05 | $182.20–196.44 · VW $190.48i | $6,381,635 | SEC |
| 2011 Q2 | 0 | 0.00 | Sell 100.00% | 0.28 | $65.36–70.88 · VW $68.73i | SEC | |
| 2011 Q1 | 12,258 | 0.28 | Buy | 0.28 | $65.01–69.33 · VW $67.18i | $842,000 | SEC |
Price snapshot:
Current price$247.62
Avg. buy price$201.69
+/- since buy22.77%
52-week low$188.56
52-week high$249.26