Ray Dalio's IVV Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 4.05 M shares of iShares Core S&P 500 ETF (IVV) worth $2.71 B, representing 10.62% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in IVV, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 1.74 M shares. Largest reduction occurred in Q3 2020, reducing 1.05 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's iShares Core S&P 500 ETF (IVV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P 500 ETF (IVV) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +175,001 | Add 0.00% | 175,000 | $160.88 |
| Q2 2017 | +236,309 | Add 135.03% | 411,309 | $243.41 |
| Q3 2017 | +405,414 | Add 98.57% | 816,723 | $252.93 |
| Q4 2017 | -5,450 | Reduce 0.67% | 811,273 | $268.85 |
| Q1 2018 | -6,280 | Reduce 0.77% | 804,993 | $265.37 |
| Q4 2018 | +1.4 M | Add 174.03% | 2.21 M | $251.61 |
| Q1 2019 | -8,228 | Reduce 0.37% | 2.2 M | $284.56 |
| Q2 2019 | -10,760 | Reduce 0.49% | 2.19 M | $294.75 |
| Q3 2019 | +1,086 | Add 0.05% | 2.19 M | $298.52 |
| Q1 2020 | -903,214 | Reduce 41.28% | 1.28 M | $258.40 |
| Q2 2020 | +381,624 | Add 29.70% | 1.67 M | $309.69 |
| Q3 2020 | -1.05 M | Reduce 63.08% | 615,285 | $336.06 |
| Q4 2020 | +185,794 | Add 30.20% | 801,079 | $375.39 |
| Q1 2021 | -376,578 | Reduce 47.01% | 424,501 | $397.82 |
| Q2 2021 | +221,073 | Add 52.08% | 645,574 | $429.92 |
| Q3 2021 | +180,403 | Add 27.94% | 825,977 | $430.82 |
| Q4 2021 | +47,645 | Add 5.77% | 873,622 | $476.99 |
| Q1 2022 | +249,645 | Add 28.58% | 1.12 M | $453.69 |
| Q2 2022 | +574,534 | Add 51.15% | 1.7 M | $379.15 |
| Q3 2022 | +60,709 | Add 3.58% | 1.76 M | $358.65 |
| Q4 2022 | +305,962 | Add 17.40% | 2.06 M | $384.21 |
| Q1 2023 | -235,748 | Reduce 11.42% | 1.83 M | $411.08 |
| Q2 2023 | +184,684 | Add 10.10% | 2.01 M | $445.71 |
| Q3 2023 | +31,144 | Add 1.55% | 2.04 M | $429.43 |
| Q4 2023 | +77,662 | Add 3.80% | 2.12 M | $477.63 |
| Q1 2024 | -25,242 | Reduce 1.19% | 2.1 M | $525.73 |
| Q2 2024 | +4,562 | Add 0.22% | 2.1 M | $547.23 |
| Q3 2024 | +121,300 | Add 5.77% | 2.22 M | $576.82 |
| Q4 2024 | -183,491 | Reduce 8.25% | 2.04 M | $588.68 |
| Q1 2025 | +135,863 | Add 6.66% | 2.18 M | $561.90 |
| Q2 2025 | +134,544 | Add 6.19% | 2.31 M | $620.90 |
| Q3 2025 | +1.74 M | Add 75.31% | 4.05 M | $669.30 |
Ray Dalio's iShares Core S&P 500 ETF Investment FAQs
Ray Dalio first purchased iShares Core S&P 500 ETF (IVV) in Q2 2013, acquiring 175,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held iShares Core S&P 500 ETF (IVV) for 50 quarters since Q2 2013.
Ray Dalio's largest addition to iShares Core S&P 500 ETF (IVV) was in Q3 2025, adding 4,049,300 shares worth $2.71 B.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 4,049,300 shares of iShares Core S&P 500 ETF (IVV), valued at approximately $2.71 B.
As of the Q3 2025 filing, iShares Core S&P 500 ETF (IVV) represents approximately 10.62% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in iShares Core S&P 500 ETF (IVV) was 4,049,300 shares, as reported at the end of Q3 2025.