Ray Dalio's iShares Core S&P 500 ETF Holding Summary
As of 2026-06-30, Bridgewater Associates held 3.00 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $2.25 Bil. This investment constitutes 9.22% of their stock portfolio, and Bridgewater Associates now holds 0.26% 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 23 purchases of IVV, at an average price of $439.96, for a total of 7.31 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 $764.92, Ray Dalio's estimated gain on his IVV holdings is $1.10 Bil, reflecting a 34.17% gain to date.
Ray Dalio IVV ($764.92) Holding Chart
Ray Dalio IVV ($764.92) 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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