Number of Shares
1.18 Mil
Current Holdings Value*
$73.23 Mil
% of Portfolio
4.01%
Total Estimate Gain
$28.60 Mil
% of Total Estimate Gain
49.88%

Goelzer Investment Management, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Goelzer Investment Management, Inc. held 1.18 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $73.23 Mil. This investment constitutes 4.01% of their stock portfolio, and Goelzer Investment Management, Inc. now holds 0.08% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2014Q1. And since then Goelzer Investment Management, Inc. has made 29 purchases of IJH, at an average price of $40.71, for a total of 1.41 Mil shares. In addition, there have been 9 sales at an average price of $48.35 for 227,739.00 shares. Based on historical transaction data and IJH's current price of $63.46, Goelzer Investment Management, Inc.'s estimated gain on his IJH holdings is $28.60 Mil, reflecting a 49.88% gain to date.

Goelzer Investment Management, Inc. IJH ($63.46) Holding Chart

Goelzer Investment Management, Inc. IJH ($63.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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