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Joel Greenblatt’s iShares Russell 2000 ETF IWM Stock Holding History

Joel Greenblatt’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.7M Buy
42,430
+536
+1% +$151K 0.03% 741
2026
Q1 		$10.4M Buy
41,894
+7,027
+20% +$1.81M 0.03% 684
2025
Q4 		$8.58M Buy
34,867
+8,118
+30% +$2M 0.03% 676
2025
Q3 		$6.47M Buy
26,749
+11,873
+80% +$2.72M 0.03% 706
2025
Q2 		$3.21M Buy
14,876
+4,504
+43% +$906K 0.02% 783
2025
Q1 		$2.07M Buy
10,372
+733
+8% +$159K 0.02% 793
2024
Q4 		$2.13M Buy
9,639
+3,187
+49% +$727K 0.02% 707
2024
Q3 		$1.43M Buy
6,452
+47
+0.7% +$10.1K 0.01% 827
2024
Q2 		$1.3M Buy
+6,405
New +$1.29M 0.02% 810

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Joel Greenblatt's IWM Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, buying an estimated $151K and bringing the position to 42,430 shares worth $12.7M. The position accounts for 0.03% of the portfolio, ranked #741.

Joel Greenblatt first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Joel Greenblatt held 42,430 shares of iShares Russell 2000 ETF worth $12.7M as of Q2 2026.
  • Joel Greenblatt bought 536 iShares Russell 2000 ETF shares in Q2 2026, an estimated $151K.
  • iShares Russell 2000 ETF made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #741 holding.
  • Joel Greenblatt first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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