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Joel Greenblatt’s iShares Core S&P US Value ETF IUSV Stock Holding History

Joel Greenblatt’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.9M Buy
398,466
+157,498
+65% +$17M 0.1% 241
2026
Q1 		$24.6M Buy
240,968
+112,478
+88% +$11.8M 0.08% 376
2025
Q4 		$13.2M Buy
128,490
+80,558
+168% +$8.17M 0.05% 554
2025
Q3 		$4.79M Buy
47,932
+15,034
+46% +$1.46M 0.02% 790
2025
Q2 		$3.11M Hold
32,898
– – 0.02% 792
2025
Q1 		$3.04M Buy
32,898
+12,093
+58% +$1.13M 0.03% 668
2024
Q4 		$1.93M Buy
20,805
+10,818
+108% +$1.04M 0.02% 730
2024
Q3 		$954K Buy
+9,987
New +$918K 0.01% 919

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Joel Greenblatt's IUSV Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Core S&P US Value ETF (IUSV) stake by 65% in Q2 2026, buying an estimated $17M and bringing the position to 398,466 shares worth $43.9M. The position accounts for 0.1% of the portfolio, ranked #241.

Joel Greenblatt first reported a position in IUSV in Q3 2024 and has held it in 8 quarters since. 807 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Joel Greenblatt held 398,466 shares of iShares Core S&P US Value ETF worth $43.9M as of Q2 2026.
  • Joel Greenblatt bought 157,498 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $17M.
  • iShares Core S&P US Value ETF made up 0.1% of Joel Greenblatt's portfolio in Q2 2026, its #241 holding.
  • Joel Greenblatt first reported a position in iShares Core S&P US Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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