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iShares S&P 1500 Index Fund shares owned by Goelzer Investment Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Goelzer Investment Management from 13F filings

Historical chart of Goelzer Investment Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Goelzer Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Goelzer Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 4.2k 115.30
2023-09-30 $208k 2.2k 94.19
2023-06-30 $216k 2.2k 97.84
2023-03-31 $232k 2.6k 90.55
2022-12-31 $218k 2.6k 84.80
2022-09-30 $271k 3.4k 79.59
2022-06-30 $215k 2.6k 83.82
2022-03-31 $259k 2.6k 100.97
2021-12-31 $284k 2.7k 107.09