Joel Greenblatt's IUSG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 55,910 shares of iShares Core S&P U.S. Growth ETF (IUSG) worth $9.39 M, representing 0.03% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IUSG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 40,328 shares. Largest reduction occurred in Q1 2025, reducing 909 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core S&P US Growth ETF (IUSG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P US Growth ETF (IUSG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +40,328 | Add 258.81% | 55,910 | $167.94 |
| Q3 2025 | +2,200 | Add 16.44% | 15,582 | $164.54 |
| Q2 2025 | +827 | Add 6.59% | 13,382 | $150.40 |
| Q1 2025 | -909 | Reduce 6.75% | 12,555 | $127.08 |
| Q3 2024 | -356 | Reduce 2.58% | 13,464 | $131.91 |
| Q2 2024 | -130 | Reduce 0.93% | 13,820 | $127.48 |
| Q1 2024 | +13,950 | New Buy | 13,950 | $117.21 |
Joel Greenblatt's iShares Core S&P US Growth ETF Investment FAQs
Joel Greenblatt first purchased iShares Core S&P U.S. Growth ETF (IUSG) in Q1 2024, acquiring 13,950 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 U.S. Growth ETF (IUSG) for 8 quarters since Q1 2024.
Joel Greenblatt's largest addition to iShares Core S&P U.S. Growth ETF (IUSG) was in Q4 2025, adding 55,910 shares worth $9.39 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 55,910 shares of iShares Core S&P U.S. Growth ETF (IUSG), valued at approximately $9.39 M.
As of the Q4 2025 filing, iShares Core S&P U.S. Growth ETF (IUSG) represents approximately 0.03% 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 U.S. Growth ETF (IUSG) was 55,910 shares, as reported at the end of Q4 2025.