Joel Greenblatt’s IWB Holdings & Trades

First Buy
Q4 2024
Duration Held
4 Quarters
Largest Add
Q4 2024
+7,625 Shares
Current Position
7,815 Shares
$2.86 M Value

Joel Greenblatt's IWB Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 7,815 shares of iShares Russell 1000 ETF (IWB) worth $2.86 M, representing 0.01% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in IWB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 190 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's iShares Russell 1000 ETF (IWB) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares Russell 1000 ETF (IWB) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2024 +7,625 New Buy 7,625 $322.16
Q3 2025 +190 Add 2.49% 7,815 $365.48

Joel Greenblatt's iShares Russell 1000 ETF Investment FAQs

Joel Greenblatt first purchased iShares Russell 1000 ETF (IWB) in Q4 2024, acquiring 7,625 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 Russell 1000 ETF (IWB) for 4 quarters since Q4 2024.

Joel Greenblatt's largest addition to iShares Russell 1000 ETF (IWB) was in Q4 2024, adding 7,625 shares worth $2.46 M.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 7,815 shares of iShares Russell 1000 ETF (IWB), valued at approximately $2.86 M.

As of the Q3 2025 filing, iShares Russell 1000 ETF (IWB) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in iShares Russell 1000 ETF (IWB) was 7,815 shares, as reported at the end of Q3 2025.