Joel Greenblatt’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Joel Greenblatt’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.91M	Buy	128,457 +22,333	+21%	+$1.64M	0.02%	795
2026 Q1	$7.17M	Buy	106,124 +55,139	+108%	+$3.82M	0.02%	780
2025 Q4	$3.37M	Buy	50,985 +15,271	+43%	+$1M	0.01%	906
2025 Q3	$2.33M	Buy	35,714 +504	+1%	+$32.4K	0.01%	956
2025 Q2	$2.18M	Sell	35,210 -28,473	-45%	-$1.67M	0.01%	911
2025 Q1	$3.72M	Buy	63,683 +27,225	+75%	+$1.69M	0.03%	608
2024 Q4	$2.27M	Sell	36,458 -127	-0.3%	-$8.14K	0.02%	688
2024 Q3	$2.28M	Buy	36,585 +1,101	+3%	+$66.4K	0.02%	691
2024 Q2	$2.08M	Buy	35,484 +21,529	+154%	+$1.26M	0.03%	673
2024 Q1	$848K	Buy	+13,955	New	+$790K	0.01%	894

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Joel Greenblatt's IJH Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2026, buying an estimated $1.64M and bringing the position to 128,457 shares worth $9.91M. The position accounts for 0.02% of the portfolio, ranked #795.

Joel Greenblatt first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Joel Greenblatt held 128,457 shares of iShares Core S&P Mid-Cap ETF worth $9.91M as of Q2 2026.
Joel Greenblatt bought 22,333 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.64M.
iShares Core S&P Mid-Cap ETF made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #795 holding.
Joel Greenblatt first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.