Ray Dalio IVV Holdings History

Number of Shares
2.68 Mil
Current Holdings Value*
$1.75 Bil
% of Portfolio
7.81%
Total Estimate Gain
$1.11 Bil
% of Total Estimate Gain
37.10%

Ray Dalio's iShares Core S&P 500 ETF Holding Summary

As of 2026-03-31, Bridgewater Associates held 2.68 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $1.75 Bil. This investment constitutes 7.81% of their stock portfolio, and Bridgewater Associates now holds 0.24% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2011Q2. And since then Ray Dalio has made 22 purchases of IVV, at an average price of $426.69, for a total of 6.99 Mil shares. In addition, there have been 11 sales at an average price of $468.76 for 4.31 Mil shares. Based on historical transaction data and IVV's current price of $772.13, Ray Dalio's estimated gain on his IVV holdings is $1.11 Bil, reflecting a 37.10% gain to date.

Ray Dalio IVV ($772.13) Holding Chart

Ray Dalio IVV ($772.13) 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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