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IVV icon

Joel Greenblatt’s iShares Core S&P 500 ETF IVV Stock Holding History

Joel Greenblatt’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333M Buy
445,224
+9,840
+2% +$7.17M 0.78% 5
2026
Q1 		$284M Buy
435,384
+27,684
+7% +$18.9M 0.87% 5
2025
Q4 		$279M Buy
407,700
+24,860
+6% +$16.9M 1.02% 5
2025
Q3 		$256M Buy
382,840
+110,527
+41% +$71.2M 1.12% 5
2025
Q2 		$169M Sell
272,313
-556
-0.2% -$319K 1.01% 5
2025
Q1 		$153M Buy
272,869
+42,029
+18% +$24.8M 1.28% 5
2024
Q4 		$136M Sell
230,840
-387
-0.2% -$229K 1.29% 5
2024
Q3 		$133M Buy
231,227
+556
+0.2% +$309K 1.38% 4
2024
Q2 		$126M Buy
230,671
+28,155
+14% +$14.8M 1.63% 4
2024
Q1 		$106M Buy
202,516
+19,012
+10% +$9.51M 1.61% 3
2023
Q4 		$87.6M Hold
183,504
– – 1.63% 3
2023
Q3 		$78.8M Buy
183,504
+17,617
+11% +$7.88M 1.63% 3
2023
Q2 		$73.9M Sell
165,887
-1,063
-0.6% -$448K 1.61% 4
2023
Q1 		$68.6M Buy
166,950
+376
+0.2% +$151K 1.66% 3
2022
Q4 		$64M Buy
166,574
+19,634
+13% +$7.58M 1.8% 3
2022
Q3 		$52.7M Buy
146,940
+104,939
+250% +$41.9M 1.58% 4
2022
Q2 		$15.9M Buy
+42,001
New +$17.3M 0.51% 18

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Joel Greenblatt's IVV Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, buying an estimated $7.17M and bringing the position to 445,224 shares worth $333M. The position accounts for 0.78% of the portfolio, ranked #5.

Joel Greenblatt first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Joel Greenblatt held 445,224 shares of iShares Core S&P 500 ETF worth $333M as of Q2 2026.
  • Joel Greenblatt bought 9,840 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.17M.
  • iShares Core S&P 500 ETF made up 0.78% of Joel Greenblatt's portfolio in Q2 2026, its #5 holding.
  • Joel Greenblatt first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • 4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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