Ray Dalio's IVV Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 4.0M 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 1.7M shares. Largest reduction occurred in Q3 2020, reducing 1.1M 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
| Period | 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.