Joel Greenblatt's ITOT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 130,604 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT) worth $18.6 M, representing 0.06% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in ITOT for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 91,317 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core S&P Total US Stock Market ETF (ITOT) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Total US Stock Market ETF (ITOT) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,915 | Add 1.49% | 130,604 | $142.43 |
| Q3 2025 | +6,629 | Add 5.43% | 128,689 | $145.65 |
| Q2 2025 | +91,317 | Add 297.03% | 122,060 | $135.04 |
| Q1 2025 | +5,203 | Add 20.37% | 30,743 | $122.01 |
| Q4 2024 | +25,540 | New Buy | 25,540 | $128.62 |
Joel Greenblatt's iShares Core S&P Total US Stock Market ETF Investment FAQs
Joel Greenblatt first purchased iShares Core S&P Total U.S. Stock Market ETF (ITOT) in Q4 2024, acquiring 25,540 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 Total U.S. Stock Market ETF (ITOT) for 6 quarters since Q4 2024.
Joel Greenblatt's largest addition to iShares Core S&P Total U.S. Stock Market ETF (ITOT) was in Q2 2025, adding 122,060 shares worth $16.48 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 130,604 shares of iShares Core S&P Total U.S. Stock Market ETF (ITOT), valued at approximately $18.6 M.
As of the Q1 2026 filing, iShares Core S&P Total U.S. Stock Market ETF (ITOT) represents approximately 0.06% 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 Total U.S. Stock Market ETF (ITOT) was 130,604 shares, as reported at the end of Q1 2026.