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
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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 |
|---|---|---|---|
| 2025-09-30 | $231k | 1.1k | 206.51 |
| 2025-06-30 | $674k | 3.4k | 195.42 |
| 2025-03-31 | $549k | 2.9k | 190.58 |
| 2024-12-31 | $363k | 1.9k | 190.88 |
| 2024-06-30 | $543k | 3.0k | 182.02 |
| 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
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