Ownership history in WealthNavi Inc. · 28 quarters on record
This page tracks every 13F SEC filing in which WealthNavi Inc. reported a position in ISHARES TR (IYR). 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 | 5,838,937 | +540,270 | +10.2% | 4.84% | $548.2M | $93.63 |
| 2025 Q3 | ADDED | 5,298,667 | +403,581 | +8.2% | 4.77% | $514.4M | $95.93 |
| 2025 Q2 | ADDED | 4,895,086 | +198,229 | +4.2% | 4.67% | $463.9M | $93.06 |
| 2025 Q1 | ADDED | 4,696,857 | +240,853 | +5.4% | 5.00% | $449.7M | $93.53 |
| 2024 Q4 | ADDED | 4,456,004 | +68,048 | +1.6% | 4.82% | $414.7M | $90.56 |
| 2024 Q3 | ADDED | 4,387,956 | +9,759 | +0.2% | 5.11% | $447.0M | $98.33 |
| 2024 Q2 | ADDED | 4,378,197 | +244,506 | +5.9% | 4.87% | $384.1M | $84.10 |
| 2024 Q1 | ADDED | 4,133,691 | +223,642 | +5.7% | 4.95% | $371.6M | $85.63 |
| 2023 Q4 | ADDED | 3,910,049 | +57,509 | +1.5% | 5.18% | $357.4M | $86.74 |
| 2023 Q3 | ADDED | 3,852,540 | +357,859 | +10.2% | 4.88% | $301.0M | $73.52 |
As of 2025 Q4 — sorted by position size