Joel Greenblatt's IWN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.4K shares of iShares Russell 2000 Value ETF (IWN) worth $253,369, representing 0.00% 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 IWN for several quarters, showing initial confidence in the investment.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Russell 2000 Value ETF (IWN) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 Value ETF (IWN) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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Joel Greenblatt's iShares Russell 2000 Value ETF Investment FAQs
Joel Greenblatt first purchased iShares Russell 2000 Value ETF (IWN) in Q1 2025, acquiring 1,433 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 Value ETF (IWN) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to iShares Russell 2000 Value ETF (IWN) was in Q1 2025, adding 1,433 shares worth $216,354. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,433 shares of iShares Russell 2000 Value ETF (IWN), valued at approximately $253,369. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Russell 2000 Value ETF (IWN) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in iShares Russell 2000 Value ETF (IWN) was 1,433 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.