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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,321	Closed	-$277K	–	288
2024 Q4	$277K	Buy	+3,321	New	+$277K	0.04%	220