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iShares S&P 500 Index shares owned by WealthNavi

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WealthNavi from 13F filings

Historical chart of WealthNavi investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by WealthNavi consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by WealthNavi

Quarter filed Position value Share count Share price at filing
2024-09-30 $124M 216k 576.82
2024-03-31 $33M 63k 525.74
2023-12-31 $9.0k 19 473.68

More positions owned by WealthNavi

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares U.s. Real Estate Etf Etf (IYR)
Ishares Gold Trust Etf (IAU)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Ishares Tips Bond Etf Etf (TIP)

View all positions for WealthNavi

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada
Jones Financial Companies, L.L
NISA Investment Advisors
LPL Financial
First Command Advisory Services

View all funds holding iShares S&P 500 Index