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Joel Greenblatt’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Joel Greenblatt’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,108
Closed -$442K – 1467
2024
Q3 		$442K Hold
4,108
– – ﹤0.01% 1140
2024
Q2 		$400K Buy
+4,108
New +$404K 0.01% 1146

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Joel Greenblatt's IJS Position: Q4 2024 in Review

Joel Greenblatt sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2024, closing a stake of 4,108 shares — an estimated $442K sold.

Joel Greenblatt first reported a position in IJS in Q2 2024 and held it in 2 quarters. The position peaked at $442K in Q3 2024. 824 funds tracked by Wall St. Rank hold IJS as of Q4 2024.

  • Joel Greenblatt reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Joel Greenblatt sold 4,108 iShares S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $442K.
  • Joel Greenblatt first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and held it in 2 quarters.
  • Joel Greenblatt's iShares S&P Small-Cap 600 Value ETF position peaked at $442K in Q3 2024.
  • 824 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.