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Joel Greenblatt’s IWD Holdings & Trades

Joel Greenblatt's IWD Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 0 shares of iShares Russell 1000 Value ETF (IWD) worth $0, representing 0.00% of the portfolio. First purchased in , this recently established position has been held for 0 quarters.

Based on recent 13F filings, Joel Greenblatt has initiated a new position in IWD, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2025, adding 17,713 shares.

Analysis based on 13F filings available since 2013 Q2

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

Track share changes against reported price movement

Quarterly iShares Russell 1000 Value ETF (IWD) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
No data available

Joel Greenblatt's iShares Russell 1000 Value ETF Investment FAQs

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 62,617 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $12.75 M.

As of the Q3 2025 filing, iShares Russell 1000 Value ETF (IWD) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in iShares Russell 1000 Value ETF (IWD) was 62,617 shares, as reported at the end of Q3 2025.