Joel Greenblatt's IMCG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,434 shares of iShares Morningstar Mid-Cap Growth ETF (IMCG) worth $239,262, representing 0.00% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in IMCG, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Morningstar Mid-Cap Growth ETF (IMCG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Morningstar Mid-Cap Growth ETF (IMCG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +2,434 | New Buy | 2,434 | $98.30 |
Joel Greenblatt's iShares Morningstar Mid-Cap Growth ETF Investment FAQs
Joel Greenblatt first purchased iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026, acquiring 2,434 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 Morningstar Mid-Cap Growth ETF (IMCG) for 1 quarters since Q2 2026.
Joel Greenblatt's largest addition to iShares Morningstar Mid-Cap Growth ETF (IMCG) was in Q2 2026, adding 2,434 shares worth $239,262.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,434 shares of iShares Morningstar Mid-Cap Growth ETF (IMCG), valued at approximately $239,262.
As of the Q2 2026 filing, iShares Morningstar Mid-Cap Growth ETF (IMCG) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Morningstar Mid-Cap Growth ETF (IMCG) was 2,434 shares, as reported at the end of Q2 2026.