Bridgewater Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bridgewater Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.65M	Buy	6,229 +65	+1%	+$44.4K	0.28%	51
2025 Q4	$4.24M	Buy	6,164 +130	+2%	+$88.3K	0.27%	53
2025 Q3	$4.06M	Buy	6,034 +514	+9%	+$331K	0.28%	54
2025 Q2	$3.52M	Buy	5,520 +2,174	+65%	+$1.25M	0.27%	55
2025 Q1	$1.86M	Buy	+3,346	New	+$1.98M	0.16%	80
2022 Q3	–	Sell	-1,953	Closed	-$740K	–	172
2022 Q2	$740K	Hold	1,953	–	–	0.15%	102
2022 Q1	$886K	Buy	1,953 +46	+2%	+$20.6K	0.22%	95
2021 Q4	$910K	Hold	1,907	–	–	0.2%	103
2021 Q3	$822K	Buy	1,907 +241	+14%	+$107K	0.23%	100
2021 Q2	$716K	Sell	1,666 -154	-8%	-$64.5K	0.23%	105
2021 Q1	$741K	Buy	+1,820	New	+$705K	0.38%	69

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bridgewater Advisors's IVV Position: Q1 2026 in Review

Bridgewater Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q1 2026, buying an estimated $44.4K and bringing the position to 6,229 shares worth $4.65M. The position accounts for 0.28% of the portfolio, ranked #51.

Bridgewater Advisors first reported a position in IVV in Q1 2021 and has held it in 11 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Bridgewater Advisors held 6,229 shares of iShares Core S&P 500 ETF worth $4.65M as of Q1 2026.
Bridgewater Advisors bought 65 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $44.4K.
iShares Core S&P 500 ETF made up 0.28% of Bridgewater Advisors's portfolio in Q1 2026, its #51 holding.
Bridgewater Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 11 quarters since.
3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.