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Peirce Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Peirce Capital Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.4M Buy
166,936
+7,535
+5% +$1.2M 10.05% 3
2026
Q1 		$22.7M Buy
159,401
+7,273
+5% +$1.08M 8.88% 3
2025
Q4 		$22.6M Sell
152,128
-356
-0.2% -$52.5K 9% 3
2025
Q3 		$22.2M Buy
152,484
+7,025
+5% +$985K 9.23% 3
2025
Q2 		$19.6M Sell
145,459
-13,035
-8% -$1.63M 8.71% 3
2025
Q1 		$19.3M Buy
158,494
+28,058
+22% +$3.62M 9.57% 3
2024
Q4 		$16.8M Buy
130,436
+4,922
+4% +$637K 8.61% 3
2024
Q3 		$15.8M Sell
125,514
-2,224
-2% -$269K 7.92% 3
2024
Q2 		$15.2M Sell
127,738
-230
-0.2% -$26.4K 8.03% 3
2024
Q1 		$14.8M Sell
127,968
-3,733
-3% -$409K 8.1% 3
2023
Q4 		$13.9M Buy
+131,701
New +$12.9M 8.37% 3

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peirce Capital Management's ITOT Position: Q2 2026 in Review

Peirce Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.7% in Q2 2026, buying an estimated $1.2M and bringing the position to 166,936 shares worth $27.4M. The position accounts for 10.05% of the portfolio, ranked #3.

Peirce Capital Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 958 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Peirce Capital Management held 166,936 shares of iShares Core S&P Total US Stock Market ETF worth $27.4M as of Q2 2026.
  • Peirce Capital Management bought 7,535 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Core S&P Total US Stock Market ETF made up 10.05% of Peirce Capital Management's portfolio in Q2 2026, its #3 holding.
  • Peirce Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 958 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.