Bridgewater Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
5,520
+2,174
| +65% | +$1.39M | 0.27% | 55 |
|
|
2025
Q1 | $1.86M | Buy |
+3,346
| New | +$1.86M | 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% | +$20.9K | 0.22% | 95 |
|
|
2021
Q4 | $910K | Hold |
1,907
| – | – | 0.2% | 103 |
|
|
2021
Q3 | $822K | Buy |
1,907
+241
| +14% | +$104K | 0.23% | 100 |
|
|
2021
Q2 | $716K | Sell |
1,666
-154
| -8% | -$66.2K | 0.23% | 105 |
|
|
2021
Q1 | $741K | Buy |
+1,820
| New | +$741K | 0.38% | 69 |
|