Vivaldi Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$810K Buy
2025
Q2
$777K Sell
2025
Q1
$1.61M Hold
2024
Q4
$1.65M Buy
2024
Q3
$1.37M Sell
2024
Q2
$1.31M Buy
2024
Q1
$1.28M Buy
2023
Q4
$1.09M Buy
2023
Q3
$616K Sell
2023
Q2
$915K Hold
2023
Q1
$892K Sell
2022
Q4
$939K Buy
2022
Q3
$740K Buy
2022
Q2
$747K Sell
2022
Q1
$763K Sell
2021
Q4
$995K Hold
2021
Q3
$914K Hold
2021
Q2
$957K Hold
2021
Q1
$877K Hold
2020
Q4
$815K Buy
2020
Q3
$701K Buy
2020
Q2
$644K Buy