Joel Greenblatt's IWO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 7,064 shares of iShares Russell 2000 Growth ETF (IWO) worth $2.26 M, representing 0.01% 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 IWO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 6,106 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Russell 2000 Growth ETF (IWO) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 Growth ETF (IWO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +958 | New Buy | 958 | $255.53 |
| Q2 2025 | +6,106 | Add 637.37% | 7,064 | $285.86 |
Joel Greenblatt's iShares Russell 2000 Growth ETF Investment FAQs
Joel Greenblatt first purchased iShares Russell 2000 Growth ETF (IWO) in Q1 2025, acquiring 958 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 Growth ETF (IWO) for 3 quarters since Q1 2025.
Joel Greenblatt's largest addition to iShares Russell 2000 Growth ETF (IWO) was in Q2 2025, adding 7,064 shares worth $2.02 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 7,064 shares of iShares Russell 2000 Growth ETF (IWO), valued at approximately $2.26 M.
As of the Q3 2025 filing, iShares Russell 2000 Growth ETF (IWO) 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 2000 Growth ETF (IWO) was 7,064 shares, as reported at the end of Q2 2025.