Joel Greenblatt's IWV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 288,620 shares of iShares Russell 3000 ETF (IWV) worth $106.99 M, representing 0.33% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in IWV, 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 3000 ETF (IWV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 3000 ETF (IWV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +288,620 | New Buy | 288,620 | $370.68 |
Joel Greenblatt's iShares Russell 3000 ETF Investment FAQs
Joel Greenblatt first purchased iShares Russell 3000 ETF (IWV) in Q1 2026, acquiring 288,620 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 3000 ETF (IWV) for 1 quarters since Q1 2026.
Joel Greenblatt's largest addition to iShares Russell 3000 ETF (IWV) was in Q1 2026, adding 288,620 shares worth $106.99 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 288,620 shares of iShares Russell 3000 ETF (IWV), valued at approximately $106.99 M.
As of the Q1 2026 filing, iShares Russell 3000 ETF (IWV) represents approximately 0.33% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Russell 3000 ETF (IWV) was 288,620 shares, as reported at the end of Q1 2026.