Joel Greenblatt's IVW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 55,244 shares of iShares S&P 500 Growth ETF (IVW) worth $6.67 M, representing 0.03% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IVW for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 43,350 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares S&P 500 Growth ETF (IVW) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares S&P 500 Growth ETF (IVW) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +4,137 | New Buy | 4,137 | $92.83 |
| Q2 2025 | +7,757 | Add 187.50% | 11,894 | $110.10 |
| Q3 2025 | +43,350 | Add 364.47% | 55,244 | $120.72 |
Joel Greenblatt's iShares S&P 500 Growth ETF Investment FAQs
Joel Greenblatt first purchased iShares S&P 500 Growth ETF (IVW) in Q1 2025, acquiring 4,137 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 S&P 500 Growth ETF (IVW) for 3 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares S&P 500 Growth ETF (IVW) was in Q3 2025, adding 55,244 shares worth $6.67 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 55,244 shares of iShares S&P 500 Growth ETF (IVW), valued at approximately $6.67 M.
As of the Q3 2025 filing, iShares S&P 500 Growth ETF (IVW) 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 S&P 500 Growth ETF (IVW) was 55,244 shares, as reported at the end of Q3 2025.