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
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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 |
|---|---|---|---|
| 2025-09-30 | $335M | 501k | 669.30 |
| 2025-06-30 | $267M | 431k | 620.90 |
| 2025-03-31 | $204M | 363k | 561.90 |
| 2024-12-31 | $167M | 284k | 588.68 |
| 2024-09-30 | $124M | 216k | 576.82 |
| 2024-03-31 | $33M | 63k | 525.74 |
| 2023-12-31 | $9.0k | 19 | 473.68 |