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

Bridgewater Associates’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	$1.75B	Sell	2,679,084 -1,506,505	-36%	-$1.03B	7.81%	2
2025 Q4	$2.87B	Buy	4,185,589 +136,289	+3%	+$92.5M	10.45%	2
2025 Q3	$2.71B	Buy	4,049,300 +1,739,550	+75%	+$1.12B	10.62%	1
2025 Q2	$1.43B	Buy	2,309,750 +134,544	+6%	+$77.3M	5.78%	2
2025 Q1	$1.22B	Buy	2,175,206 +135,863	+7%	+$80.2M	5.67%	2
2024 Q4	$1.2B	Sell	2,039,343 -183,491	-8%	-$109M	5.5%	2
2024 Q3	$1.28B	Buy	2,222,834 +121,300	+6%	+$67.4M	7.26%	1
2024 Q2	$1.15B	Buy	2,101,534 +4,562	+0.2%	+$2.4M	6%	1
2024 Q1	$1.1B	Sell	2,096,972 -25,242	-1%	-$12.6M	5.57%	1
2023 Q4	$1.01B	Buy	2,122,214 +77,662	+4%	+$34.8M	5.67%	1
2023 Q3	$878M	Buy	2,044,552 +31,144	+2%	+$13.9M	5.31%	2
2023 Q2	$897M	Buy	2,013,408 +184,684	+10%	+$77.8M	5.54%	1
2023 Q1	$752M	Sell	1,828,724 -235,748	-11%	-$94.5M	4.59%	2
2022 Q4	$793M	Buy	2,064,472 +305,962	+17%	+$118M	4.33%	1
2022 Q3	$631M	Buy	1,758,510 +60,709	+4%	+$24.2M	3.19%	6
2022 Q2	$644M	Buy	1,697,801 +574,534	+51%	+$236M	2.73%	6
2022 Q1	$510M	Buy	1,123,267 +249,645	+29%	+$112M	2.05%	13
2021 Q4	$417M	Buy	873,622 +47,645	+6%	+$22M	2.42%	12
2021 Q3	$356M	Buy	825,977 +180,403	+28%	+$79.9M	1.95%	13
2021 Q2	$278M	Buy	645,574 +221,073	+52%	+$92.6M	1.78%	12
2021 Q1	$169M	Sell	424,501 -376,578	-47%	-$146M	1.49%	14
2020 Q4	$301M	Buy	801,079 +185,794	+30%	+$66.1M	2.6%	8
2020 Q3	$207M	Sell	615,285 -1,051,128	-63%	-$350M	2.49%	6
2020 Q2	$516M	Buy	1,666,413 +381,624	+30%	+$112M	8.66%	3
2020 Q1	$332M	Sell	1,284,789 -903,214	-41%	-$277M	6.59%	4
2019 Q4	$707M	Hold	2,188,003	–	–	7.22%	3
2019 Q3	$653M	Buy	2,188,003 +1,086	+0%	+$323K	5.74%	4
2019 Q2	$645M	Sell	2,186,917 -10,760	-0.5%	-$3.12M	5.06%	5
2019 Q1	$625M	Sell	2,197,677 -8,228	-0.4%	-$2.25M	3.83%	5
2018 Q4	$555M	Buy	2,205,905 +1,400,912	+174%	+$380M	5.08%	4
2018 Q3	$236M	Hold	804,993	–	–	2.44%	7
2018 Q2	$220M	Hold	804,993	–	–	2.2%	9
2018 Q1	$214M	Sell	804,993 -6,280	-0.8%	-$1.73M	2.04%	10
2017 Q4	$218M	Sell	811,273 -5,450	-0.7%	-$1.43M	1.79%	11
2017 Q3	$207M	Buy	816,723 +405,414	+99%	+$101M	1.39%	12
2017 Q2	$100M	Buy	411,309 +236,309	+135%	+$57M	0.92%	9
2017 Q1	$41.5M	Hold	175,000	–	–	0.47%	9
2016 Q4	$39.4M	Hold	175,000	–	–	0.37%	10
2016 Q3	$38.1M	Hold	175,000	–	–	0.37%	9
2016 Q2	$36.8M	Hold	175,000	–	–	0.46%	7
2016 Q1	$36.2M	Hold	175,000	–	–	0.46%	5
2015 Q4	$35.9M	Hold	175,000	–	–	0.47%	5
2015 Q3	$33.7M	Hold	175,000	–	–	0.45%	5
2015 Q2	$36.3M	Hold	175,000	–	–	0.33%	6
2015 Q1	$36.4M	Hold	175,000	–	–	0.28%	7
2014 Q4	$36.2M	Hold	175,000	–	–	0.29%	6
2014 Q3	$34.7M	Hold	175,000	–	–	0.27%	6
2014 Q2	$34.5M	Hold	175,000	–	–	0.26%	8
2014 Q1	$32.9M	Hold	175,000	–	–	0.27%	6
2013 Q4	$32.5M	Hold	175,000	–	–	0.26%	5
2013 Q3	$29.6M	Hold	175,000	–	–	0.25%	6
2013 Q2	$28.2M	Buy	+175,000	New	+$28.3M	0.25%	6

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 $374B AUM 17.66% 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 Associates's IVV Position: Q1 2026 in Review

Bridgewater Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 36% in Q1 2026, selling an estimated $1.03B and leaving 2,679,084 shares worth $1.75B. The position accounts for 7.81% of the portfolio, ranked #2.

Bridgewater Associates first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.87B in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Bridgewater Associates held 2,679,084 shares of iShares Core S&P 500 ETF worth $1.75B as of Q1 2026.
Bridgewater Associates sold 1,506,505 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.03B.
iShares Core S&P 500 ETF made up 7.81% of Bridgewater Associates's portfolio in Q1 2026, its #2 holding.
Bridgewater Associates first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
Bridgewater Associates's iShares Core S&P 500 ETF position peaked at $2.87B in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.