Joel Greenblatt's IWD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 80,801 shares of iShares Russell 1000 Value ETF (IWD) worth $17 M, representing 0.06% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IWD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 18,184 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 |
|---|---|---|---|---|
| Q4 2025 | +18,184 | Add 29.04% | 80,801 | $210.34 |
| Q3 2025 | +10,988 | Add 21.28% | 62,617 | $203.59 |
| Q2 2025 | +17,713 | Add 52.23% | 51,629 | $194.23 |
| Q1 2025 | +33,916 | New Buy | 33,916 | $188.16 |
Joel Greenblatt's iShares Russell 1000 Value ETF Investment FAQs
Joel Greenblatt first purchased iShares Russell 1000 Value ETF (IWD) in Q1 2025, acquiring 33,916 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 Value ETF (IWD) for 4 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares Russell 1000 Value ETF (IWD) was in Q1 2025, adding 33,916 shares worth $6.38 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 80,801 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $17 M.
As of the Q4 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 80,801 shares, as reported at the end of Q4 2025.