Joel Greenblatt's ILCV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,958 shares of iShares Morningstar Value ETF (ILCV) worth $603,188, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in ILCV for several quarters, showing initial confidence in the investment.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Morningstar Value ETF (ILCV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Morningstar Value ETF (ILCV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +5,958 | New Buy | 5,958 | $90.02 |
Joel Greenblatt's iShares Morningstar Value ETF Investment FAQs
Joel Greenblatt first purchased iShares Morningstar Value ETF (ILCV) in Q3 2025, acquiring 5,958 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 Morningstar Value ETF (ILCV) for 4 quarters since Q3 2025.
Joel Greenblatt's largest addition to iShares Morningstar Value ETF (ILCV) was in Q3 2025, adding 5,958 shares worth $536,339.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,958 shares of iShares Morningstar Value ETF (ILCV), valued at approximately $603,188.
As of the Q2 2026 filing, iShares Morningstar Value ETF (ILCV) 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 Morningstar Value ETF (ILCV) was 5,958 shares, as reported at the end of Q3 2025.