Joel Greenblatt’s iShares Russell 2000 Value ETF IWN Stock Holding History

Joel Greenblatt’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	4,845 +400	+9%	+$83.7K	﹤0.01%	1341
2026 Q1	$843K	Buy	4,445 +3,012	+210%	+$583K	﹤0.01%	1362
2025 Q4	$260K	Hold	1,433	–	–	﹤0.01%	1605
2025 Q3	$253K	Hold	1,433	–	–	﹤0.01%	1552
2025 Q2	$226K	Hold	1,433	–	–	﹤0.01%	1541
2025 Q1	$216K	Buy	+1,433	New	+$231K	﹤0.01%	1452

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Joel Greenblatt's IWN Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Russell 2000 Value ETF (IWN) stake by 9% in Q2 2026, buying an estimated $83.7K and bringing the position to 4,845 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Joel Greenblatt first reported a position in IWN in Q1 2025 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Joel Greenblatt held 4,845 shares of iShares Russell 2000 Value ETF worth $1.07M as of Q2 2026.
Joel Greenblatt bought 400 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $83.7K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1341 holding.
Joel Greenblatt first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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