JG
IWF icon

Joel Greenblatt’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Joel Greenblatt’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19M Buy
153,260
+768
+0.5% +$92.6K 0.04% 588
2026
Q1 		$16.3M Buy
152,492
+21,384
+16% +$2.43M 0.05% 528
2025
Q4 		$15.5M Buy
131,108
+10,644
+9% +$1.26M 0.06% 490
2025
Q3 		$14.1M Buy
120,464
+58,608
+95% +$6.53M 0.06% 461
2025
Q2 		$6.57M Buy
61,856
+51,312
+487% +$4.91M 0.04% 589
2025
Q1 		$952K Buy
10,544
+1,116
+12% +$110K 0.01% 1017
2024
Q4 		$947K Hold
9,428
– – 0.01% 934
2024
Q3 		$885K Hold
9,428
– – 0.01% 937
2024
Q2 		$859K Buy
+9,428
New +$805K 0.01% 934

Other funds holding IWF

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joel Greenblatt's IWF Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.5% in Q2 2026, buying an estimated $92.6K and bringing the position to 153,260 shares worth $19M. The position accounts for 0.04% of the portfolio, ranked #588.

Joel Greenblatt first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,498 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Joel Greenblatt held 153,260 shares of iShares Russell 1000 Growth ETF worth $19M as of Q2 2026.
  • Joel Greenblatt bought 768 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $92.6K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #588 holding.
  • Joel Greenblatt first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,498 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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