Duncan Williams Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Duncan Williams Asset Management's IVV Position: Q2 2026 in Review
Duncan Williams Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $48.8K and bringing the position to 615 shares worth $460K. The position accounts for 0.1% of the portfolio, ranked #106.
Duncan Williams Asset Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Duncan Williams Asset Management held 615 shares of iShares Core S&P 500 ETF worth $460K as of Q2 2026.
- Duncan Williams Asset Management bought 67 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.8K.
- iShares Core S&P 500 ETF made up 0.1% of Duncan Williams Asset Management's portfolio in Q2 2026, its #106 holding.
- Duncan Williams Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.