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Joel Greenblatt’s iShares US Energy ETF IYE Stock Holding History

Joel Greenblatt’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,308
Closed -$252K – 1773
2025
Q3 		$252K Hold
5,308
– – ﹤0.01% 1553
2025
Q2 		$240K Hold
5,308
– – ﹤0.01% 1523
2025
Q1 		$262K Buy
+5,308
New +$253K ﹤0.01% 1405

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Joel Greenblatt's IYE Position: Q4 2025 in Review

Joel Greenblatt sold out of iShares US Energy ETF (IYE) in Q4 2025, closing a stake of 5,308 shares — an estimated $252K sold.

Joel Greenblatt first reported a position in IYE in Q1 2025 and held it in 3 quarters. The position peaked at $262K in Q1 2025. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

  • Joel Greenblatt reported no remaining iShares US Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Joel Greenblatt sold 5,308 iShares US Energy ETF shares in Q4 2025, an estimated $252K.
  • Joel Greenblatt first reported a position in iShares US Energy ETF in Q1 2025 and held it in 3 quarters.
  • Joel Greenblatt's iShares US Energy ETF position peaked at $262K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on Gotham Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.