VCM
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Vivaldi Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vivaldi Capital Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Sell
1,840
-200
-10% -$24.1K 0.03% 269
2025
Q4 		$251K Hold
2,040
– – 0.03% 240
2025
Q3 		$246K Hold
2,040
– – 0.03% 249
2025
Q2 		$225K Sell
2,040
-156
-7% -$15.4K 0.03% 265
2025
Q1 		$204K Buy
2,196
+1
+0% +$101 0.03% 264
2024
Q4 		$225K Sell
2,195
-50
-2% -$4.99K 0.03% 251
2024
Q3 		$215K Hold
2,245
– – 0.06% 206
2024
Q2 		$208K Buy
+2,245
New +$194K 0.06% 216
2024
Q1 		– Sell
-2,592
Closed -$209K – 227
2023
Q4 		$209K Buy
+2,592
New +$185K 0.06% 203

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