Joel Greenblatt's IJR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 116,414 shares of iShares Core S&P Small Cap ETF (IJR) worth $14.47 M, representing 0.04% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IJR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 22,443 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core S&P Small Cap ETF (IJR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Small Cap ETF (IJR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +12,737 | Add 12.29% | 116,414 | $124.31 |
| Q4 2025 | +1 | Add 0.00% | 103,677 | $120.18 |
| Q3 2025 | +6,173 | Add 6.33% | 103,676 | $118.83 |
| Q2 2025 | +287 | Add 0.30% | 97,503 | $109.29 |
| Q1 2025 | +19,391 | Add 24.92% | 97,216 | $104.57 |
| Q4 2024 | +22,443 | Add 40.52% | 77,825 | $115.22 |
| Q3 2024 | +15,593 | Add 39.19% | 55,382 | $116.96 |
| Q2 2024 | +7,253 | Add 22.29% | 39,789 | $106.66 |
| Q1 2024 | +14,718 | Add 82.60% | 32,536 | $110.52 |
| Q4 2023 | +1,317 | Add 7.98% | 17,818 | $108.25 |
| Q3 2023 | +4,611 | Add 38.78% | 16,501 | $94.33 |
| Q2 2023 | +6,480 | Add 119.78% | 11,890 | $99.65 |
| Q1 2023 | +5,410 | New Buy | 5,410 | $96.70 |
Joel Greenblatt's iShares Core S&P Small Cap ETF Investment FAQs
Joel Greenblatt first purchased iShares Core S&P Small Cap ETF (IJR) in Q1 2023, acquiring 5,410 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 Small Cap ETF (IJR) for 13 quarters since Q1 2023.
Joel Greenblatt's largest addition to iShares Core S&P Small Cap ETF (IJR) was in Q4 2024, adding 77,825 shares worth $8.97 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 116,414 shares of iShares Core S&P Small Cap ETF (IJR), valued at approximately $14.47 M.
As of the Q1 2026 filing, iShares Core S&P Small Cap ETF (IJR) represents approximately 0.04% 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 Small Cap ETF (IJR) was 116,414 shares, as reported at the end of Q1 2026.