Joel Greenblatt’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Joel Greenblatt’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.9M	Buy	243,786 +108,110	+80%	+$19.5M	0.11%	220
2026 Q1	$21M	Buy	135,676 +79,766	+143%	+$13.1M	0.06%	446
2025 Q4	$9.39M	Buy	55,910 +40,328	+259%	+$6.73M	0.03%	652
2025 Q3	$2.56M	Buy	15,582 +2,200	+16%	+$346K	0.01%	941
2025 Q2	$2.01M	Buy	13,382 +827	+7%	+$112K	0.01%	929
2025 Q1	$1.6M	Sell	12,555 -909	-7%	-$126K	0.01%	870
2024 Q4	$1.88M	Hold	13,464	–	–	0.02%	742
2024 Q3	$1.78M	Sell	13,464 -356	-3%	-$45.3K	0.02%	757
2024 Q2	$1.76M	Sell	13,820 -130	-0.9%	-$15.5K	0.02%	722
2024 Q1	$1.64M	Buy	+13,950	New	+$1.55M	0.02%	709

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Joel Greenblatt's IUSG Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Core S&P US Growth ETF (IUSG) stake by 80% in Q2 2026, buying an estimated $19.5M and bringing the position to 243,786 shares worth $45.9M. The position accounts for 0.11% of the portfolio, ranked #220.

Joel Greenblatt first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Joel Greenblatt held 243,786 shares of iShares Core S&P US Growth ETF worth $45.9M as of Q2 2026.
Joel Greenblatt bought 108,110 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $19.5M.
iShares Core S&P US Growth ETF made up 0.11% of Joel Greenblatt's portfolio in Q2 2026, its #220 holding.
Joel Greenblatt first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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