DWAM
Duncan Williams Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
538
+103
| +24% | +$63.9K | 0.11% | 110 |
|
|
2025
Q1 | $245K | Buy |
435
+1
| +0.2% | +$562 | 0.09% | 126 |
|
|
2024
Q4 | $255K | Buy |
434
+60
| +16% | +$35.3K | 0.1% | 124 |
|
|
2024
Q3 | $216K | Sell |
374
-60
| -14% | -$34.7K | 0.12% | 119 |
|
|
2024
Q2 | $237K | Sell |
434
-8
| -2% | -$4.38K | 0.2% | 62 |
|
|
2024
Q1 | $232K | Buy |
+442
| New | +$232K | 0.21% | 65 |
|