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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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All positions including iShares S&P 500 Index held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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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
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

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Powershares Qqq Tr Etf (QQQ)
Vanguard Value Etf Etf (VTV)
Autozone Inc Nev Stock (AZO)
Amazon.com Stock (AMZN)
Vanguard Dividend Appreciation Etf Etf (VIG)
Proshares Tr Pshs Cs 130/30 Etf (CSM)
Pimco Dynamic Income Cef (PDI)
Kkr & Co Stock (KKR)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

View all positions for Duncan Williams Asset Management

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
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Bank of America Corporation
Marshall Wace
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Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index