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iShares S&P 1500 Index Fund shares owned by Peirce Capital Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Peirce Capital Management from 13F filings

Historical chart of Peirce Capital Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Peirce Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Peirce Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 153k 145.65
2025-06-30 $20M 146k 135.04
2025-03-31 $19M 159k 122.01
2024-12-31 $17M 130k 128.62
2024-09-30 $16M 126k 125.62
2024-06-30 $15M 128k 118.78
2024-03-31 $15M 128k 115.30
2023-12-31 $14M 132k 105.23