iShares S&P 500 Index shares owned by Duncan Williams Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Duncan Williams Asset Management
from 13F filings
Historical chart of Duncan Williams Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Duncan Williams Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $361k | 539 | 669.07 |
| 2025-06-30 | $552k | 888 | 621.01 |
| 2025-03-31 | $245k | 435 | 562.09 |
| 2024-12-31 | $255k | 434 | 588.43 |
| 2024-09-30 | $216k | 374 | 577.52 |
| 2024-06-30 | $238k | 434 | 547.23 |
| 2024-03-31 | $232k | 442 | 525.73 |
More positions owned by Duncan Williams Asset Management
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