WI
WealthNavi Inc’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267M | Buy |
430,497
+68,041
| +19% | +$42.2M | 2.69% | 7 |
|
|
2025
Q1 | $204M | Buy |
362,456
+78,872
| +28% | +$44.3M | 2.27% | 8 |
|
|
2024
Q4 | $167M | Buy |
283,584
+68,050
| +32% | +$40.1M | 1.94% | 8 |
|
|
2024
Q3 | $124M | Buy |
215,534
+79,460
| +58% | +$45.8M | 1.42% | 8 |
|
|
2024
Q2 | $74.5M | Buy |
136,074
+73,029
| +116% | +$40M | 0.94% | 10 |
|
|
2024
Q1 | $33.1M | Buy |
63,045
+63,026
| +331,716% | +$33.1M | 0.44% | 10 |
|
|
2023
Q4 | $9K | Buy |
+19
| New | +$9K | ﹤0.01% | 9 |
|