iShares S&P MidCap 400 Value Index shares owned by Goelzer Investment Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Goelzer Investment Management
from 13F filings
Historical chart of Goelzer Investment Management investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Goelzer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 35k | 129.72 |
| 2025-06-30 | $4.3M | 35k | 123.58 |
| 2025-03-31 | $4.3M | 35k | 124.96 |
| 2024-12-31 | $4.3M | 35k | 124.96 |
| 2024-09-30 | $4.3M | 35k | 123.62 |
| 2024-06-30 | $4.3M | 38k | 113.46 |
| 2024-03-31 | $4.5M | 38k | 118.29 |
| 2023-12-31 | $4.3M | 38k | 114.04 |
| 2023-09-30 | $4.0M | 39k | 100.93 |
| 2023-06-30 | $4.2M | 39k | 107.13 |
| 2023-03-31 | $4.3M | 42k | 102.77 |
| 2022-12-31 | $4.7M | 46k | 100.80 |
| 2022-09-30 | $4.3M | 48k | 90.00 |
| 2022-06-30 | $5.3M | 57k | 94.41 |
| 2022-03-31 | $6.2M | 56k | 109.65 |
| 2021-12-31 | $6.2M | 56k | 110.68 |
| 2021-09-30 | $5.8M | 56k | 103.03 |
| 2021-06-30 | $5.9M | 56k | 105.35 |
| 2021-03-31 | $5.8M | 57k | 101.94 |
| 2020-12-31 | $5.0M | 58k | 86.30 |
| 2020-09-30 | $4.1M | 30k | 134.85 |
| 2020-06-30 | $3.1M | 24k | 132.95 |
| 2020-03-31 | $3.1M | 29k | 109.76 |
| 2019-12-31 | $4.0M | 23k | 170.73 |
| 2019-09-30 | $3.6M | 23k | 159.92 |
| 2019-06-30 | $3.5M | 22k | 159.47 |
| 2019-03-31 | $3.7M | 24k | 156.99 |
| 2018-12-31 | $3.2M | 23k | 138.35 |
| 2018-09-30 | $3.0M | 18k | 167.35 |
| 2018-06-30 | $2.8M | 17k | 162.03 |
| 2018-03-31 | $2.7M | 18k | 154.49 |
| 2017-12-31 | $2.8M | 18k | 160.10 |
| 2017-09-30 | $2.7M | 18k | 152.72 |
| 2017-06-30 | $2.6M | 18k | 148.52 |
| 2017-03-31 | $2.7M | 18k | 148.46 |
| 2016-12-31 | $2.9M | 20k | 145.20 |
| 2016-09-30 | $2.4M | 18k | 132.99 |
| 2016-06-30 | $2.3M | 18k | 128.06 |
| 2016-03-31 | $2.2M | 18k | 124.06 |
| 2015-12-31 | $1.9M | 16k | 117.17 |
| 2015-09-30 | $1.6M | 14k | 115.35 |
| 2015-06-30 | $1.9M | 15k | 128.97 |
| 2015-03-31 | $1.9M | 15k | 130.95 |
| 2014-12-31 | $2.0M | 16k | 127.82 |
| 2014-09-30 | $655k | 5.4k | 120.29 |
| 2014-06-30 | $599k | 4.7k | 126.99 |
| 2014-03-31 | $547k | 4.5k | 120.48 |
| 2013-12-31 | $602k | 5.2k | 116.17 |
| 2013-09-30 | $668k | 6.2k | 108.06 |
| 2013-06-30 | $1.7M | 17k | 101.27 |
| 2013-03-31 | $672k | 6.7k | 100.92 |
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