Joel Greenblatt's IDU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,096 shares of iShares U.S. Utilities ETF (IDU) worth $240,223, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IDU for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 2,096 shares. Largest reduction occurred in Q4 2025, reducing 2,287 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares US Utilities ETF (IDU) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Utilities ETF (IDU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,096 | New Buy | 2,096 | $116.11 |
| Q4 2025 | -2,287 | Sold Out | 0 | $0.00 |
| Q1 2025 | +2,287 | New Buy | 2,287 | $101.42 |
Joel Greenblatt's iShares US Utilities ETF Investment FAQs
Joel Greenblatt first purchased iShares U.S. Utilities ETF (IDU) in Q1 2025, acquiring 2,287 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares U.S. Utilities ETF (IDU) for 6 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares U.S. Utilities ETF (IDU) was in Q1 2025, adding 2,287 shares worth $231,948.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,096 shares of iShares U.S. Utilities ETF (IDU), valued at approximately $240,223.
As of the Q2 2026 filing, iShares U.S. Utilities ETF (IDU) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares U.S. Utilities ETF (IDU) was 2,287 shares, as reported at the end of Q1 2025.