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Goelzer Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Goelzer Investment Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+555
New +$199K 0.01% 312

Other funds holding OEF

FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goelzer Investment Management's OEF Position: Q2 2026 in Review

Goelzer Investment Management opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 555 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings.

301 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Goelzer Investment Management held 555 shares of iShares S&P 100 ETF worth $203K as of Q2 2026.
  • iShares S&P 100 ETF was a new Goelzer Investment Management position in Q2 2026.
  • iShares S&P 100 ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #312 holding.
  • 301 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.