WealthNavi Inc. IYR Holdings History
WealthNavi Inc.'s iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, WealthNavi Inc. held 4.70 Mil shares of iShares U.S. Real Estate ETF(IYR), totaling $449.72 Mil. This investment constitutes 5% of their stock portfolio, and WealthNavi Inc. now holds 12.46% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2019Q1. And since then WealthNavi Inc. has made 24 purchases of IYR, at an average price of $87.82, for a total of 4.70 Mil shares. Based on historical transaction data and IYR's current price of $95.49, WealthNavi Inc.'s estimated gain on his IYR holdings is $36.00 Mil, reflecting a 8.73% gain to date.
WealthNavi Inc. IYR ($95.49) Holding Chart
WealthNavi Inc. IYR ($95.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
