SEC 13F Intelligence

Wealthnavi Inc. / IYR

Wealthnavi Inc.’s Ishares Tr Position

Does Wealthnavi Inc. own Ishares Tr (IYR)? Yes — 6.01M shares worth $568M (+4.93% of its 13F portfolio) as of Q1 2026, up from 5.84M shares the prior filed quarter.

Position Value
$568M
Q1 2026
Shares
6.01M
% of Portfolio
+4.93%
Quarters Held
28
currently held

Position History IYR

Reported value by quarter
Q1 ’19: $64MQ1 ’19Q2 ’19: $69MQ3 ’19: $82MQ4 ’19: $91MQ1 ’20: $83MQ1 ’20Q2 ’20: $112MQ3 ’20: $134MQ4 ’20: $155MQ1 ’21: $187MQ1 ’21Q3 ’21: $241MQ4 ’21: $285MQ1 ’22: $270MQ2 ’22: $241MQ2 ’22Q3 ’22: $227MQ4 ’22: $257MQ1 ’23: $287MQ2 ’23: $302MQ2 ’23Q3 ’23: $301MQ4 ’23: $357MQ1 ’24: $372MQ2 ’24: $384MQ2 ’24Q3 ’24: $447MQ4 ’24: $415MQ1 ’25: $450MQ2 ’25: $464MQ2 ’25Q3 ’25: $514MQ4 ’25: $548MQ1 ’26: $568Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.01M$568M+4.93%
Q4 20255.84M$548M+4.84%
Q3 20255.30M$514M+4.77%
Q2 20254.90M$464M+4.67%
Q1 20254.70M$450M+5.00%
Q4 20244.46M$415M+4.82%
Q3 20244.39M$447M+5.11%
Q2 20244.38M$384M+4.87%
Q1 20244.13M$372M+4.95%
Q4 20233.91M$357M+5.18%
Q3 20233.85M$301M+4.88%
Q2 20233.49M$302M+4.91%
Q1 20233.38M$287M+4.89%
Q4 20223.05M$257M+4.81%
Q3 20222.79M$227M+4.78%
Q2 20222.62M$241M+4.91%
Q1 20222.50M$270M+5.09%
Q4 20212.46M$285M+5.21%
Q3 20212.35M$241M+4.95%
Q1 20212.03M$187M+5.14%
Q4 20201.81M$155M+4.89%
Q3 20201.68M$134M+4.93%
Q2 20201.42M$112M+4.85%
Q1 20201.20M$83M+4.64%
Q4 2019973.6K$91M+4.93%
Q3 2019873.0K$82M+5.09%
Q2 2019787.1K$69M+4.85%
Q1 2019736.0K$64M+5.11%

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 IYR.