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
-706
Closed -$415K 83
2024
Q4
$415K Buy
+706
New +$418K 0.05% 61
2024
Q3
Sell
-577
Closed -$316K 76
2024
Q2
$316K Buy
+577
New +$303K 0.03% 62
2023
Q4
Sell
-679
Closed -$292K 74
2023
Q3
$292K Buy
+679
New +$304K 0.04% 63

Other funds holding IVV

Suncoast Equity Management's IVV Position: Q1 2025 in Review

Suncoast Equity Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 706 shares — an estimated $415K sold.

Suncoast Equity Management first reported a position in IVV in Q3 2023 and held it in 3 quarters. The position peaked at $415K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Suncoast Equity Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Suncoast Equity Management sold 706 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $415K.
  • Suncoast Equity Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and held it in 3 quarters.
  • Suncoast Equity Management's iShares Core S&P 500 ETF position peaked at $415K in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Suncoast Equity Management's 13F filing for Q1 2025, filed 22 Apr 2025.