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Joel Greenblatt’s iShares S&P 500 Growth ETF IVW Stock Holding History

Joel Greenblatt’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.45M Buy
68,716
+12,300
+22% +$1.62M 0.02% 812
2026
Q1 		$6.38M Buy
56,416
+1,172
+2% +$141K 0.02% 806
2025
Q4 		$6.81M Hold
55,244
– – 0.02% 750
2025
Q3 		$6.67M Buy
55,244
+43,350
+364% +$4.99M 0.03% 700
2025
Q2 		$1.31M Buy
11,894
+7,757
+188% +$768K 0.01% 1058
2025
Q1 		$384K Buy
+4,137
New +$417K ﹤0.01% 1304

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Joel Greenblatt's IVW Position: Q2 2026 in Review

Joel Greenblatt increased its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2026, buying an estimated $1.62M and bringing the position to 68,716 shares worth $9.45M. The position accounts for 0.02% of the portfolio, ranked #812.

Joel Greenblatt first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Joel Greenblatt held 68,716 shares of iShares S&P 500 Growth ETF worth $9.45M as of Q2 2026.
  • Joel Greenblatt bought 12,300 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.62M.
  • iShares S&P 500 Growth ETF made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #812 holding.
  • Joel Greenblatt first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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