Vivaldi Capital Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Buy |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $944K | Buy |
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|
2023
Q4 | $910K | Sell |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $943K | Hold |
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|
2023
Q1 | $804K | Sell |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $995K | Buy |
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|
2021
Q3 | $633K | Hold |
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|
2021
Q2 | $655K | Sell |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $450K | Buy |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $336K | Hold |
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|
2019
Q4 | $382K | Sell |
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|
2019
Q3 | $376K | Hold |
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|
2019
Q2 | $365K | Hold |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $369K | Buy |
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|
2018
Q2 | $285K | Hold |
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|
2018
Q1 | $269K | Hold |
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|
2017
Q4 | $260K | Hold |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $224 | Hold |
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|
2017
Q1 | $216 | Buy |
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