Ownership history in WealthNavi Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which WealthNavi Inc. reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 563,199 | +62,612 | +12.5% | 3.41% | $385.8M | $683.12 |
| 2025 Q3 | ADDED | 500,587 | +70,090 | +16.3% | 3.11% | $335.0M | $665.17 |
| 2025 Q2 | ADDED | 430,497 | +68,041 | +18.8% | 2.69% | $267.3M | $615.21 |
| 2025 Q1 | ADDED | 362,456 | +78,872 | +27.8% | 2.27% | $203.7M | $555.02 |
As of 2025 Q4 — sorted by position size