Joel Greenblatt's IYW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 16,004 shares of iShares U.S. Technology ETF (IYW) worth $3.13 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IYW for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1,861 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares US Technology ETF (IYW) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Technology ETF (IYW) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +13,034 | New Buy | 13,034 | $140.44 |
| Q2 2025 | +1,861 | Add 14.28% | 14,895 | $173.27 |
| Q3 2025 | +1,109 | Add 7.45% | 16,004 | $195.86 |
Joel Greenblatt's iShares US Technology ETF Investment FAQs
Joel Greenblatt first purchased iShares U.S. Technology ETF (IYW) in Q1 2025, acquiring 13,034 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. Technology ETF (IYW) for 3 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares U.S. Technology ETF (IYW) was in Q1 2025, adding 13,034 shares worth $1.83 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 16,004 shares of iShares U.S. Technology ETF (IYW), valued at approximately $3.13 M.
As of the Q3 2025 filing, iShares U.S. Technology ETF (IYW) 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. Technology ETF (IYW) was 16,004 shares, as reported at the end of Q3 2025.