SEM
Suncoast Equity Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-706
| Closed | -$415K | – | 83 |
|
|
2024
Q4 | $415K | Buy |
+706
| New | +$415K | 0.05% | 61 |
|
|
2024
Q3 | – | Sell |
-577
| Closed | -$316K | – | 76 |
|
|
2024
Q2 | $316K | Buy |
+577
| New | +$316K | 0.03% | 62 |
|
|
2023
Q4 | – | Sell |
-679
| Closed | -$292K | – | 74 |
|
|
2023
Q3 | $292K | Buy |
+679
| New | +$292K | 0.04% | 63 |
|