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Vivaldi Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Vivaldi Capital Management’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,321
Closed -$277K – 288
2024
Q4 		$277K Buy
+3,321
New +$256K 0.04% 220

Other funds holding IYG

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vivaldi Capital Management's IYG Position: Q1 2025 in Review

Vivaldi Capital Management sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 3,321 shares — an estimated $277K sold.

Vivaldi Capital Management first reported a position in IYG in Q4 2024 and held it in 1 quarter. The position peaked at $277K in Q4 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

  • Vivaldi Capital Management reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
  • Vivaldi Capital Management sold 3,321 iShares US Financial Services ETF shares in Q1 2025, an estimated $277K.
  • Vivaldi Capital Management first reported a position in iShares US Financial Services ETF in Q4 2024 and held it in 1 quarter.
  • Vivaldi Capital Management's iShares US Financial Services ETF position peaked at $277K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Vivaldi Capital Management's 13F filing for Q1 2025, filed 15 May 2025.