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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

White Knight Strategic Wealth Advisors's IVV Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, selling an estimated $46.4K and leaving 531 shares worth $347K. The position accounts for 0.29% of the portfolio, ranked #61.

White Knight Strategic Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $754K in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 531 shares of iShares Core S&P 500 ETF worth $347K as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 68 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $46.4K.
  • iShares Core S&P 500 ETF made up 0.29% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #61 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 6 quarters since.
  • White Knight Strategic Wealth Advisors's iShares Core S&P 500 ETF position peaked at $754K in Q4 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.