Suncoast Equity Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$415K Buy
2024
Q3
Sell
2024
Q2
$316K Buy
2023
Q4
Sell
2023
Q3
$292K Buy