Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares MSCI USA Momentum Factor ETF (MTUM)
← All MTUM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 5,544 | <0.01 | Add 9.07% | <0.01 | $229.42–262.10 · VW $248.86i | $1,330,505 | SEC |
| 2025 Q4 | 5,083 | <0.01 | Add 129.48% | <0.01 | $234.64–258.96 · VW $249.90i | $1,272,326 | SEC |
| 2025 Q3 | 2,215 | <0.01 | $256.45 | $568,037 | SEC | ||
| 2025 Q2 | 2,215 | <0.01 | Buy | <0.01 | $171.52–240.75 · VW $220.70i | $532,309 | SEC |
Price snapshot:
Current price$314.63
Avg. buy price$245.46
+/- since buy28.18%
52-week low$229.17
52-week high$345.59