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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

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Quarterly 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