Joel Greenblatt’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Joel Greenblatt’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.3M	Buy	130,430 +14,016	+12%	+$1.92M	0.05%	583
2026 Q1	$14.5M	Buy	116,414 +12,737	+12%	+$1.62M	0.04%	572
2025 Q4	$12.5M	Buy	103,677 +1	+0%	+$120	0.05%	566
2025 Q3	$12.3M	Buy	103,676 +6,173	+6%	+$710K	0.05%	504
2025 Q2	$10.7M	Buy	97,503 +287	+0.3%	+$29.7K	0.06%	453
2025 Q1	$10.2M	Buy	97,216 +19,391	+25%	+$2.19M	0.08%	321
2024 Q4	$8.97M	Buy	77,825 +22,443	+41%	+$2.68M	0.09%	335
2024 Q3	$6.48M	Buy	55,382 +15,593	+39%	+$1.76M	0.07%	419
2024 Q2	$4.24M	Buy	39,789 +7,253	+22%	+$776K	0.05%	470
2024 Q1	$3.6M	Buy	32,536 +14,718	+83%	+$1.56M	0.05%	472
2023 Q4	$1.93M	Buy	17,818 +1,317	+8%	+$127K	0.04%	616
2023 Q3	$1.56M	Buy	16,501 +4,611	+39%	+$461K	0.03%	632
2023 Q2	$1.18M	Buy	11,890 +6,480	+120%	+$617K	0.03%	717
2023 Q1	$523K	Buy	+5,410	New	+$541K	0.01%	951

Other funds holding IJR

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

Joel Greenblatt's IJR Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, buying an estimated $1.92M and bringing the position to 130,430 shares worth $19.3M. The position accounts for 0.05% of the portfolio, ranked #583.

Joel Greenblatt first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. 2,830 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Joel Greenblatt held 130,430 shares of iShares Core S&P Small-Cap ETF worth $19.3M as of Q2 2026.
Joel Greenblatt bought 14,016 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.92M.
iShares Core S&P Small-Cap ETF made up 0.05% of Joel Greenblatt's portfolio in Q2 2026, its #583 holding.
Joel Greenblatt first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,830 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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