Joel Greenblatt - Gotham Asset Management
Holding/activity history for iShares Russell 2000 Value ETF (IWN)
← All IWN superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 4,445 | <0.01 | Add 210.19% | <0.01 | $180.57–203.01 · VW $192.89i | $842,728 | SEC |
| 2025 Q4 | 1,433 | <0.01 | $181.21 | $259,674 | SEC | ||
| 2025 Q3 | 1,433 | <0.01 | $176.81 | $253,369 | SEC | ||
| 2025 Q2 | 1,433 | <0.01 | $157.76 | $226,070 | SEC | ||
| 2025 Q1 | 1,433 | <0.01 | Buy | <0.01 | $148.53–170.49 · VW $160.30i | $216,354 | SEC |
Price snapshot:
Current price$219.78
Avg. buy price$177.14
+/- since buy24.07%
52-week low$152.96
52-week high$223.90