Duncan Williams Asset Management »

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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Powershares Qqq Tr Etf (QQQ)
Autozone Inc Nev Stock (AZO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Apple Stock (AAPL)
Amazon.com Stock (AMZN)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Pimco Interme Etf (MUNI)
Kkr & Co Stock (KKR)
Mastercard Stock (MA)
Visa Stock (V)
Pinnacle Finl Partners Stock (PNFP)

View all positions for Duncan Williams Asset Management

Top funds holding iShares S&P 500 Index

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Bank of New York Mellon
FMR
LPL Financial
First Command Advisory Services

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