Joel Greenblatt’s iShares US Utilities ETF IDU Stock Holding History

Joel Greenblatt’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Hold	2,096	–	–	﹤0.01%	1700
2026 Q1	$243K	Buy	+2,096	New	+$238K	﹤0.01%	1644
2025 Q4	–	Sell	-2,287	Closed	-$254K	–	1769
2025 Q3	$254K	Hold	2,287	–	–	﹤0.01%	1551
2025 Q2	$239K	Hold	2,287	–	–	﹤0.01%	1524
2025 Q1	$232K	Buy	+2,287	New	+$228K	﹤0.01%	1440

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Joel Greenblatt's IDU Position: Q2 2026 in Review

Joel Greenblatt held its iShares US Utilities ETF (IDU) position steady in Q2 2026 at 2,096 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Joel Greenblatt first reported a position in IDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $254K in Q3 2025. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Joel Greenblatt held 2,096 shares of iShares US Utilities ETF worth $240K as of Q2 2026.
Joel Greenblatt left its iShares US Utilities ETF share count unchanged in Q2 2026.
iShares US Utilities ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1700 holding.
Joel Greenblatt first reported a position in iShares US Utilities ETF in Q1 2025 and has held it in 5 quarters since.
Joel Greenblatt's iShares US Utilities ETF position peaked at $254K in Q3 2025.
287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.