Goelzer Investment Management »

iShares S&P 500 Value Index shares owned by Goelzer Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Goelzer Investment Management from 13F filings

Historical chart of Goelzer Investment Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Goelzer Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $554k 3.0k 186.83
2023-12-31 $696k 4.0k 173.88
2023-09-30 $610k 4.0k 153.83
2023-06-30 $660k 4.1k 161.18

More positions owned by Goelzer Investment Management

Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Eaton Corp SHS (ETN)
Qualcomm (QCOM)
Exxon Mobil Corporation (XOM)
Merck & Co (MRK)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pepsi (PEP)

View all positions for Goelzer Investment Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index