Joel Greenblatt's ITA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,274 shares of iShares U.S. Aerospace & Defense ETF (ITA) worth $2.64 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in ITA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 2,785 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares US Aerospace & Defense ETF (ITA) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Aerospace & Defense ETF (ITA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,785 | Add 29.35% | 12,274 | $214.69 |
| Q2 2025 | +2,489 | Add 35.56% | 9,489 | $188.64 |
| Q1 2025 | +7,000 | New Buy | 7,000 | $153.10 |
Joel Greenblatt's iShares US Aerospace & Defense ETF Investment FAQs
Joel Greenblatt first purchased iShares U.S. Aerospace & Defense ETF (ITA) in Q1 2025, acquiring 7,000 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. Aerospace & Defense ETF (ITA) for 4 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares U.S. Aerospace & Defense ETF (ITA) was in Q1 2025, adding 7,000 shares worth $1.07 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,274 shares of iShares U.S. Aerospace & Defense ETF (ITA), valued at approximately $2.64 M.
As of the Q4 2025 filing, iShares U.S. Aerospace & Defense ETF (ITA) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares U.S. Aerospace & Defense ETF (ITA) was 12,274 shares, as reported at the end of Q4 2025.