Joel Greenblatt's IJH Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 106,124 shares of iShares Core S&P Mid-Cap ETF (IJH) worth $7.17 M, representing 0.02% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IJH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 55,139 shares. Largest reduction occurred in Q2 2025, reducing 28,473 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core S&P Mid-Cap ETF (IJH) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Mid-Cap ETF (IJH) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +55,139 | Add 108.15% | 106,124 | $67.53 |
| Q4 2025 | +15,271 | Add 42.76% | 50,985 | $66.00 |
| Q3 2025 | +504 | Add 1.43% | 35,714 | $65.26 |
| Q2 2025 | -28,473 | Reduce 44.71% | 35,210 | $62.02 |
| Q1 2025 | +27,225 | Add 74.67% | 63,683 | $58.35 |
| Q4 2024 | -127 | Reduce 0.35% | 36,458 | $62.31 |
| Q3 2024 | +1,101 | Add 3.10% | 36,585 | $62.32 |
| Q2 2024 | +21,529 | Add 154.27% | 35,484 | $58.52 |
| Q1 2024 | +13,955 | New Buy | 13,955 | $60.74 |
Joel Greenblatt's iShares Core S&P Mid-Cap ETF Investment FAQs
Joel Greenblatt first purchased iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, acquiring 13,955 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 Core S&P Mid-Cap ETF (IJH) for 9 quarters since Q1 2024.
Joel Greenblatt's largest addition to iShares Core S&P Mid-Cap ETF (IJH) was in Q1 2026, adding 106,124 shares worth $7.17 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 106,124 shares of iShares Core S&P Mid-Cap ETF (IJH), valued at approximately $7.17 M.
As of the Q1 2026 filing, iShares Core S&P Mid-Cap ETF (IJH) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Core S&P Mid-Cap ETF (IJH) was 106,124 shares, as reported at the end of Q1 2026.