Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares U.S. Financials ETF (IYF)
← All IYF superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 15,022 | <0.01 | $117.66 | $1,767,489 | SEC | ||
| 2025 Q4 | 15,022 | <0.01 | $128.93 | $1,936,786 | SEC | ||
| 2025 Q3 | 15,022 | <0.01 | Add 123.28% | <0.01 | $118.60–128.07 · VW $123.69i | $1,902,386 | SEC |
| 2025 Q2 | 6,728 | <0.01 | $120.99 | $814,021 | SEC | ||
| 2025 Q1 | 6,728 | <0.01 | Buy | <0.01 | $107.09–119.67 · VW $114.57i | $759,255 | SEC |
Price snapshot:
Current price$133.30
Avg. buy price$120.46
+/- since buy10.66%