WealthNavi Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

WealthNavi Inc’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$526M	Buy	702,867 +62,162	+10%	+$45.3M	4.12%	6
2026 Q1	$419M	Buy	640,705 +77,506	+14%	+$52.9M	3.63%	7
2025 Q4	$386M	Buy	563,199 +62,612	+13%	+$42.5M	3.41%	7
2025 Q3	$335M	Buy	500,587 +70,090	+16%	+$45.1M	3.11%	7
2025 Q2	$267M	Buy	430,497 +68,041	+19%	+$39.1M	2.69%	7
2025 Q1	$204M	Buy	362,456 +78,872	+28%	+$46.6M	2.27%	8
2024 Q4	$167M	Buy	283,584 +68,050	+32%	+$40.3M	1.94%	8
2024 Q3	$124M	Buy	215,534 +79,460	+58%	+$44.2M	1.42%	8
2024 Q2	$74.5M	Buy	136,074 +73,029	+116%	+$38.4M	0.94%	10
2024 Q1	$33.1M	Buy	63,045 +63,026	+331,716%	+$31.5M	0.44%	10
2023 Q4	$9K	Buy	+19	New	+$8.5K	﹤0.01%	9

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

WealthNavi Inc's IVV Position: Q2 2026 in Review

WealthNavi Inc increased its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q2 2026, buying an estimated $45.3M and bringing the position to 702,867 shares worth $526M. The position accounts for 4.12% of the portfolio, ranked #6.

WealthNavi Inc first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

WealthNavi Inc held 702,867 shares of iShares Core S&P 500 ETF worth $526M as of Q2 2026.
WealthNavi Inc bought 62,162 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $45.3M.
iShares Core S&P 500 ETF made up 4.12% of WealthNavi Inc's portfolio in Q2 2026, its #6 holding.
WealthNavi Inc first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WealthNavi Inc's 13F filing for Q2 2026, filed 23 Jul 2026.