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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6M Sell
145,459
-13,035
-8% -$1.76M 8.71% 3
2025
Q1
$19.3M Buy
158,494
+28,058
+22% +$3.42M 9.57% 3
2024
Q4
$16.8M Buy
130,436
+4,922
+4% +$633K 8.61% 3
2024
Q3
$15.8M Sell
125,514
-2,224
-2% -$279K 7.92% 3
2024
Q2
$15.2M Sell
127,738
-230
-0.2% -$27.3K 8.03% 3
2024
Q1
$14.8M Sell
127,968
-3,733
-3% -$430K 8.1% 3
2023
Q4
$13.9M Buy
+131,701
New +$13.9M 8.37% 3