Joel Greenblatt's IUSG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 243,786 shares of iShares Core S&P U.S. Growth ETF (IUSG) worth $45.85 M, representing 0.11% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IUSG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 108,110 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 |
|---|---|---|---|---|
| Q2 2026 | +108,110 | Add 79.68% | 243,786 | $188.09 |
| Q1 2026 | +79,766 | Add 142.67% | 135,676 | $155.11 |
| 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 10 quarters since Q1 2024.
Joel Greenblatt's largest addition to iShares Core S&P U.S. Growth ETF (IUSG) was in Q2 2026, adding 243,786 shares worth $45.85 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 243,786 shares of iShares Core S&P U.S. Growth ETF (IUSG), valued at approximately $45.85 M.
As of the Q2 2026 filing, iShares Core S&P U.S. Growth ETF (IUSG) represents approximately 0.11% 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 243,786 shares, as reported at the end of Q2 2026.