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Joel Greenblatt’s IXC Holdings & Trades

First Buy
Q1 2025
Duration Held
4 Quarters
Largest Add
Q1 2025
+5,351 Shares
Current Position
5,351 Shares
$224,367 Value

Joel Greenblatt's IXC Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,351 shares of iShares Global Energy ETF (IXC) worth $224,367, representing 0.00% 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 IXC for several quarters, showing initial confidence in the investment.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's iShares Global Energy ETF (IXC) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares Global Energy ETF (IXC) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2025 +5,351 New Buy 5,351 $42.07

Joel Greenblatt's iShares Global Energy ETF Investment FAQs

Joel Greenblatt first purchased iShares Global Energy ETF (IXC) in Q1 2025, acquiring 5,351 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 Global Energy ETF (IXC) for 4 quarters since Q1 2025.

Joel Greenblatt's largest addition to iShares Global Energy ETF (IXC) was in Q1 2025, adding 5,351 shares worth $225,117.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 5,351 shares of iShares Global Energy ETF (IXC), valued at approximately $224,367.

As of the Q4 2025 filing, iShares Global Energy ETF (IXC) 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 Global Energy ETF (IXC) was 5,351 shares, as reported at the end of Q1 2025.