Joel Greenblatt IWD Holdings History

Number of Shares
33,916.00
Current Holdings Value*
$6.38 Mil
% of Portfolio
0.05%
Total Estimate Gain
$110,679.82
% of Total Estimate Gain
1.52%

Joel Greenblatt's iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, Gotham Asset Management, LLC held 33,916.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $6.38 Mil. This investment constitutes 0.05% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2011Q1. And since then Joel Greenblatt has made 2 purchases of IWD, at an average price of $157.74, for a total of 46,174.00 shares. In addition, there have been 1 sales at an average price of $68.20 for 12,258.00 shares. Based on historical transaction data and IWD's current price of $193.37, Joel Greenblatt's estimated gain on his IWD holdings is $110,679.82, reflecting a 1.52% gain to date.

Joel Greenblatt IWD ($193.37) Holding Chart

Joel Greenblatt IWD ($193.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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