Joel Greenblatt's IWM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 41,894 shares of iShares Russell 2000 ETF (IWM) worth $10.39 M, representing 0.03% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in IWM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 11,873 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Russell 2000 ETF (IWM) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 ETF (IWM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +7,027 | Add 20.15% | 41,894 | $248.00 |
| Q4 2025 | +8,118 | Add 30.35% | 34,867 | $246.16 |
| Q3 2025 | +11,873 | Add 79.81% | 26,749 | $241.96 |
| Q2 2025 | +4,504 | Add 43.42% | 14,876 | $215.79 |
| Q1 2025 | +733 | Add 7.60% | 10,372 | $199.49 |
| Q4 2024 | +3,187 | Add 49.40% | 9,639 | $220.96 |
| Q3 2024 | +47 | Add 0.73% | 6,452 | $220.89 |
| Q2 2024 | +6,405 | New Buy | 6,405 | $202.89 |
Joel Greenblatt's iShares Russell 2000 ETF Investment FAQs
Joel Greenblatt first purchased iShares Russell 2000 ETF (IWM) in Q2 2024, acquiring 6,405 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 2000 ETF (IWM) for 8 quarters since Q2 2024.
Joel Greenblatt's largest addition to iShares Russell 2000 ETF (IWM) was in Q3 2025, adding 26,749 shares worth $6.47 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 41,894 shares of iShares Russell 2000 ETF (IWM), valued at approximately $10.39 M.
As of the Q1 2026 filing, iShares Russell 2000 ETF (IWM) 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 Russell 2000 ETF (IWM) was 41,894 shares, as reported at the end of Q1 2026.