Joel Greenblatt's IVV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 435,384 shares of iShares Core S&P 500 ETF (IVV) worth $284.4 M, representing 0.87% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IVV, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 110,527 shares. Largest reduction occurred in Q2 2023, reducing 1,063 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Core S&P 500 ETF (IVV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P 500 ETF (IVV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +27,684 | Add 6.79% | 435,384 | $653.21 |
| Q4 2025 | +24,860 | Add 6.49% | 407,700 | $684.94 |
| Q3 2025 | +110,527 | Add 40.59% | 382,840 | $669.30 |
| Q2 2025 | -556 | Reduce 0.20% | 272,313 | $620.90 |
| Q1 2025 | +42,029 | Add 18.21% | 272,869 | $561.90 |
| Q4 2024 | -387 | Reduce 0.17% | 230,840 | $588.68 |
| Q3 2024 | +556 | Add 0.24% | 231,227 | $576.82 |
| Q2 2024 | +28,155 | Add 13.90% | 230,671 | $547.23 |
| Q1 2024 | +19,012 | Add 10.36% | 202,516 | $525.73 |
| Q3 2023 | +17,617 | Add 10.62% | 183,504 | $429.43 |
| Q2 2023 | -1,063 | Reduce 0.64% | 165,887 | $445.71 |
| Q1 2023 | +376 | Add 0.23% | 166,950 | $411.08 |
| Q4 2022 | +19,634 | Add 13.36% | 166,574 | $384.21 |
| Q3 2022 | +104,939 | Add 249.85% | 146,940 | $358.65 |
| Q2 2022 | +42,001 | New Buy | 42,001 | $379.16 |
Joel Greenblatt's iShares Core S&P 500 ETF Investment FAQs
Joel Greenblatt first purchased iShares Core S&P 500 ETF (IVV) in Q2 2022, acquiring 42,001 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 500 ETF (IVV) for 16 quarters since Q2 2022.
Joel Greenblatt's largest addition to iShares Core S&P 500 ETF (IVV) was in Q3 2025, adding 382,840 shares worth $256.23 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 435,384 shares of iShares Core S&P 500 ETF (IVV), valued at approximately $284.4 M.
As of the Q1 2026 filing, iShares Core S&P 500 ETF (IVV) represents approximately 0.87% 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 500 ETF (IVV) was 435,384 shares, as reported at the end of Q1 2026.