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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
613
-7
-1% -$4.35K 0.32% 56
2025
Q1
$348K Sell
620
-660
-52% -$371K 0.32% 58
2024
Q4
$754K Buy
+1,280
New +$754K 0.32% 56