iShares S&P 500 Index shares owned by White Knight Strategic Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by White Knight Strategic Wealth Advisors
from 13F filings
Historical chart of White Knight Strategic Wealth Advisors 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 White Knight Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by White Knight Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $410k | 613 | 669.30 |
| 2025-06-30 | $381k | 613 | 620.90 |
| 2025-03-31 | $348k | 620 | 561.90 |
| 2024-12-31 | $754k | 1.3k | 588.68 |
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