Joel Greenblatt's IVE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 9,091 shares of iShares S&P 500 Value ETF (IVE) worth $1.92 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IVE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 4,898 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares S&P 500 Value ETF (IVE) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares S&P 500 Value ETF (IVE) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,358 | Add 35.02% | 9,091 | $211.15 |
| Q2 2025 | +4,898 | Add 266.92% | 6,733 | $195.42 |
| Q1 2025 | +1,835 | New Buy | 1,835 | $190.58 |
Joel Greenblatt's iShares S&P 500 Value ETF Investment FAQs
Joel Greenblatt first purchased iShares S&P 500 Value ETF (IVE) in Q1 2025, acquiring 1,835 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 S&P 500 Value ETF (IVE) for 5 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares S&P 500 Value ETF (IVE) was in Q2 2025, adding 6,733 shares worth $1.32 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 9,091 shares of iShares S&P 500 Value ETF (IVE), valued at approximately $1.92 M.
As of the Q1 2026 filing, iShares S&P 500 Value ETF (IVE) 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 S&P 500 Value ETF (IVE) was 9,091 shares, as reported at the end of Q1 2026.