White Knight Strategic Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

White Knight Strategic Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Buy	2,186 +1,655	+312%	+$1.21M	1.15%	22
2026 Q1	$347K	Sell	531 -68	-11%	-$46.4K	0.29%	61
2025 Q4	$410K	Sell	599 -14	-2%	-$9.51K	0.3%	59
2025 Q3	$410K	Hold	613	–	–	0.32%	55
2025 Q2	$381K	Sell	613 -7	-1%	-$4.02K	0.32%	56
2025 Q1	$348K	Sell	620 -660	-52%	-$390K	0.32%	58
2024 Q4	$754K	Buy	+1,280	New	+$758K	0.32%	56

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

White Knight Strategic Wealth Advisors's IVV Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 312% in Q2 2026, buying an estimated $1.21M and bringing the position to 2,186 shares worth $1.64M. The position accounts for 1.15% of the portfolio, ranked #22.

White Knight Strategic Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

White Knight Strategic Wealth Advisors held 2,186 shares of iShares Core S&P 500 ETF worth $1.64M as of Q2 2026.
White Knight Strategic Wealth Advisors bought 1,655 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.21M.
iShares Core S&P 500 ETF made up 1.15% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #22 holding.
White Knight Strategic Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.