SEC 13F Intelligence

Wealthnavi Inc. / IVV

Wealthnavi Inc.’s Ishares Tr Position

Does Wealthnavi Inc. own Ishares Tr (IVV)? Yes — 640.7K shares worth $419M (+3.63% of its 13F portfolio) as of Q1 2026, up from 563.2K shares the prior filed quarter.

Position Value
$419M
Q1 2026
Shares
640.7K
% of Portfolio
+3.63%
Quarters Held
10
currently held

Position History IVV

Reported value by quarter
Q4 ’23: $9,000Q4 ’23Q1 ’24: $33MQ2 ’24: $74MQ2 ’24Q3 ’24: $124MQ4 ’24: $167MQ4 ’24Q1 ’25: $204MQ2 ’25: $267MQ2 ’25Q3 ’25: $335MQ4 ’25: $386MQ4 ’25Q1 ’26: $419Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026640.7K$419M+3.63%
Q4 2025563.2K$386M+3.41%
Q3 2025500.6K$335M+3.11%
Q2 2025430.5K$267M+2.69%
Q1 2025362.5K$204M+2.27%
Q4 2024283.6K$167M+1.94%
Q3 2024215.5K$124M+1.42%
Q2 2024136.1K$74M+0.94%
Q1 202463.0K$33M+0.44%
Q4 202319$9,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthnavi Inc.’s full portfolio or all institutional holders of IVV.