Joel Greenblatt's IWR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,962 shares of iShares Russell Midcap ETF (IWR) worth $437,088, representing 0.00% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in IWR, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares Russell Midcap ETF (IWR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Midcap ETF (IWR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +3,962 | New Buy | 3,962 | $110.32 |
Joel Greenblatt's iShares Russell Midcap ETF Investment FAQs
Joel Greenblatt first purchased iShares Russell Midcap ETF (IWR) in Q2 2026, acquiring 3,962 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 Midcap ETF (IWR) for 1 quarters since Q2 2026.
Joel Greenblatt's largest addition to iShares Russell Midcap ETF (IWR) was in Q2 2026, adding 3,962 shares worth $437,088.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,962 shares of iShares Russell Midcap ETF (IWR), valued at approximately $437,088.
As of the Q2 2026 filing, iShares Russell Midcap ETF (IWR) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Russell Midcap ETF (IWR) was 3,962 shares, as reported at the end of Q2 2026.