WealthNavi Inc. IVV Holdings History
WealthNavi Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WealthNavi Inc. held 362,456.00 shares of iShares Core S&P 500 ETF(IVV), totaling $203.66 Mil. This investment constitutes 2.27% of their stock portfolio, and WealthNavi Inc. now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q4. And since then WealthNavi Inc. has made 6 purchases of IVV, at an average price of $554.55, for a total of 362,456.00 shares. Based on historical transaction data and IVV's current price of $614.76, WealthNavi Inc.'s estimated gain on his IVV holdings is $21.82 Mil, reflecting a 10.86% gain to date.
WealthNavi Inc. IVV ($614.76) Holding Chart
WealthNavi Inc. IVV ($614.76) 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 % | |||
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