Joel Greenblatt's IYF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 15,022 shares of iShares U.S. Financials ETF (IYF) worth $1.94 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 IYF for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 8,294 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares US Financials ETF (IYF) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Financials ETF (IYF) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +8,294 | Add 123.28% | 15,022 | $126.64 |
| Q1 2025 | +6,728 | New Buy | 6,728 | $112.85 |
Joel Greenblatt's iShares US Financials ETF Investment FAQs
Joel Greenblatt first purchased iShares U.S. Financials ETF (IYF) in Q1 2025, acquiring 6,728 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. Financials ETF (IYF) for 4 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares U.S. Financials ETF (IYF) was in Q3 2025, adding 15,022 shares worth $1.9 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 15,022 shares of iShares U.S. Financials ETF (IYF), valued at approximately $1.94 M.
As of the Q4 2025 filing, iShares U.S. Financials ETF (IYF) 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. Financials ETF (IYF) was 15,022 shares, as reported at the end of Q3 2025.