Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares Russell 2000 ETF (IWM)
← All IWM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 41,894 | 0.03 | Add 20.15% | <0.01 | $238.69–271.60 · VW $255.98i | $10,389,712 | SEC |
| 2025 Q4 | 34,867 | 0.03 | Add 30.35% | <0.01 | $228.90–258.20 · VW $245.61i | $8,582,861 | SEC |
| 2025 Q3 | 26,749 | 0.03 | Add 79.81% | 0.01 | $212.34–247.18 · VW $229.82i | $6,472,188 | SEC |
| 2025 Q2 | 14,876 | 0.02 | Add 43.42% | <0.01 | $171.73–217.41 · VW $200.02i | $3,210,092 | SEC |
| 2025 Q1 | 10,372 | 0.02 | Add 7.60% | <0.01 | $195.49–230.70 · VW $213.93i | $2,069,110 | SEC |
| 2024 Q4 | 9,639 | 0.02 | Add 49.40% | <0.01 | $214.60–244.98 · VW $227.73i | $2,129,833 | SEC |
| 2024 Q3 | 6,452 | 0.01 | Add 0.73% | <0.01 | $196.70–228.63 · VW $216.07i | $1,425,182 | SEC |
| 2024 Q2 | 6,405 | 0.02 | Buy | 0.02 | $191.34–210.80 · VW $201.55i | $1,299,510 | SEC |
Price snapshot:
Current price$293.48
Avg. buy price$232.64
+/- since buy26.15%
52-week low$210.16
52-week high$302.72