iShares Russell 2000 Index shares owned by Goelzer Investment Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Goelzer Investment Management
from 13F filings
Historical chart of Goelzer Investment Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Goelzer Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Goelzer Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $412k | 1.9k | 220.96 |
| 2024-09-30 | $412k | 1.9k | 220.89 |
| 2024-06-30 | $408k | 2.0k | 202.89 |
| 2024-03-31 | $540k | 2.6k | 210.30 |
| 2023-12-31 | $545k | 2.7k | 200.71 |
| 2023-09-30 | $371k | 2.1k | 176.74 |
| 2023-06-30 | $394k | 2.1k | 187.27 |
| 2023-03-31 | $375k | 2.1k | 178.40 |
| 2022-12-31 | $373k | 2.1k | 174.36 |
| 2022-09-30 | $691k | 4.2k | 165.00 |
| 2022-06-30 | $574k | 3.4k | 169.27 |
| 2022-03-31 | $463k | 2.3k | 205.23 |
| 2021-12-31 | $522k | 2.3k | 222.32 |
| 2021-09-30 | $394k | 1.8k | 219.01 |
| 2021-06-30 | $434k | 1.9k | 229.14 |
| 2021-03-31 | $425k | 1.9k | 220.89 |
| 2020-12-31 | $405k | 2.1k | 195.94 |
| 2020-09-30 | $529k | 3.5k | 149.86 |
| 2020-06-30 | $514k | 3.6k | 143.14 |
| 2020-03-31 | $507k | 4.4k | 114.37 |
| 2019-12-31 | $732k | 4.4k | 165.76 |
| 2019-09-30 | $733k | 4.8k | 151.41 |
| 2019-06-30 | $799k | 5.1k | 155.42 |
| 2019-03-31 | $787k | 5.1k | 153.08 |
| 2018-12-31 | $747k | 5.6k | 133.85 |
| 2018-09-30 | $705k | 4.2k | 168.50 |
| 2018-06-30 | $694k | 4.2k | 163.72 |
| 2018-03-31 | $904k | 6.0k | 151.83 |
| 2017-12-31 | $824k | 5.4k | 152.48 |
| 2017-09-30 | $728k | 4.9k | 148.27 |
| 2017-06-30 | $624k | 4.4k | 141.02 |
| 2017-03-31 | $598k | 4.4k | 137.38 |
| 2016-12-31 | $654k | 4.9k | 134.76 |
| 2016-09-30 | $632k | 5.1k | 124.21 |
| 2016-06-30 | $628k | 5.5k | 114.89 |
| 2016-03-31 | $588k | 5.3k | 110.61 |
| 2015-12-31 | $516k | 4.6k | 112.66 |
| 2015-09-30 | $381k | 3.5k | 109.26 |
| 2015-06-30 | $259k | 2.1k | 125.06 |
| 2015-03-31 | $269k | 2.2k | 124.31 |
| 2014-12-31 | $221k | 1.8k | 119.72 |
| 2014-09-30 | $202k | 1.8k | 109.31 |
| 2014-06-30 | $220k | 1.8k | 119.05 |
| 2014-03-31 | $222k | 1.9k | 116.35 |
| 2013-12-31 | $220k | 1.9k | 115.30 |
| 2013-09-30 | $203k | 1.9k | 106.39 |
| 2013-06-30 | $400k | 4.1k | 96.95 |
More positions owned by Goelzer Investment Management
View all positions for Goelzer Investment Management