Joel Greenblatt's IUSV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 47,932 shares of iShares Core S&P US Value ETF (IUSV) worth $4.79 M, representing 0.02% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IUSV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 15,034 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core S&P US Value ETF (IUSV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P US Value ETF (IUSV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +9,987 | New Buy | 9,987 | $95.49 |
| Q4 2024 | +10,818 | Add 108.32% | 20,805 | $92.59 |
| Q1 2025 | +12,093 | Add 58.13% | 32,898 | $92.29 |
| Q3 2025 | +15,034 | Add 45.70% | 47,932 | $99.95 |
Joel Greenblatt's iShares Core S&P US Value ETF Investment FAQs
Joel Greenblatt first purchased iShares Core S&P US Value ETF (IUSV) in Q3 2024, acquiring 9,987 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 Core S&P US Value ETF (IUSV) for 5 quarters since Q3 2024.
Joel Greenblatt's largest addition to iShares Core S&P US Value ETF (IUSV) was in Q3 2025, adding 47,932 shares worth $4.79 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 47,932 shares of iShares Core S&P US Value ETF (IUSV), valued at approximately $4.79 M.
As of the Q3 2025 filing, iShares Core S&P US Value ETF (IUSV) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Core S&P US Value ETF (IUSV) was 47,932 shares, as reported at the end of Q3 2025.