Joel Greenblatt's IWS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1,899 shares of iShares Russell Mid-Cap Value ETF (IWS) worth $312,575, 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 IWS, 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 Mid-Cap Value ETF (IWS) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Mid-Cap Value ETF (IWS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1,899 | New Buy | 1,899 | $164.60 |
Joel Greenblatt's iShares Russell Mid-Cap Value ETF Investment FAQs
Joel Greenblatt first purchased iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, acquiring 1,899 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 Mid-Cap Value ETF (IWS) for 1 quarters since Q2 2026.
Joel Greenblatt's largest addition to iShares Russell Mid-Cap Value ETF (IWS) was in Q2 2026, adding 1,899 shares worth $312,575.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,899 shares of iShares Russell Mid-Cap Value ETF (IWS), valued at approximately $312,575.
As of the Q2 2026 filing, iShares Russell Mid-Cap Value ETF (IWS) 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 Mid-Cap Value ETF (IWS) was 1,899 shares, as reported at the end of Q2 2026.