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
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by Goelzer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 2.8k | 145.65 |
| 2025-06-30 | $379k | 2.8k | 135.04 |
| 2025-03-31 | $343k | 2.8k | 122.01 |
| 2024-12-31 | $382k | 3.0k | 128.62 |
| 2024-09-30 | $403k | 3.2k | 125.62 |
| 2024-06-30 | $499k | 4.2k | 118.78 |
| 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 |
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