- New Purchases: VTWO, IGF, VGT, XLV, XLY, VFH, XLI, VPU,
- Added Positions: ITOT,
- Reduced Positions: IEFA,
- Sold Out: IJH,
For the details of Independent Order of Foresters's stock buys and sells, go to https://www.gurufocus.com/guru/independent+order+of+foresters/current-portfolio/portfolio
These are the top 5 holdings of Independent Order of Foresters- ISHARES TRUST (ITOT) - 1,556,025 shares, 80.98% of the total portfolio. Shares added by 45.37%
- Vanguard Russell 2000 Index Fund (VTWO) - 72,019 shares, 6.23% of the total portfolio. New Position
- iShares Global Infrastructure ETF (IGF) - 103,123 shares, 2.96% of the total portfolio. New Position
- VANGUARD WORLD FDS (VGT) - 12,342 shares, 2.58% of the total portfolio. New Position
- iShares Core MSCI EAFE (IEFA) - 47,914 shares, 2.05% of the total portfolio. Shares reduced by 74.11%
Independent Order of Foresters initiated holding in Vanguard Russell 2000 Index Fund. The purchase prices were between $84.29 and $123.39, with an estimated average price of $105.51. The stock is now traded at around $123.90. The impact to a portfolio due to this purchase was 6.23%. The holding were 72,019 shares as of .
New Purchase: iShares Global Infrastructure ETF (IGF)Independent Order of Foresters initiated holding in iShares Global Infrastructure ETF. The purchase prices were between $32.1 and $42.75, with an estimated average price of $37.2. The stock is now traded at around $39.99. The impact to a portfolio due to this purchase was 2.96%. The holding were 103,123 shares as of .
New Purchase: VANGUARD WORLD FDS (VGT)Independent Order of Foresters initiated holding in VANGUARD WORLD FDS. The purchase prices were between $201.88 and $278.76, with an estimated average price of $248.78. The stock is now traded at around $308.17. The impact to a portfolio due to this purchase was 2.58%. The holding were 12,342 shares as of .
New Purchase: SELECT SECTOR SPDR (XLV)Independent Order of Foresters initiated holding in SELECT SECTOR SPDR. The purchase prices were between $85.21 and $103.92, with an estimated average price of $98.5. The stock is now traded at around $106.07. The impact to a portfolio due to this purchase was 1.66%. The holding were 22,152 shares as of .
New Purchase: SELECT SECTOR SPDR (XLY)Independent Order of Foresters initiated holding in SELECT SECTOR SPDR. The purchase prices were between $92.41 and $133.25, with an estimated average price of $117.49. The stock is now traded at around $140.17. The impact to a portfolio due to this purchase was 1.14%. The holding were 11,890 shares as of .
New Purchase: VANGUARD WORLD FDS (VFH)Independent Order of Foresters initiated holding in VANGUARD WORLD FDS. The purchase prices were between $47.38 and $65.88, with an estimated average price of $55.5. The stock is now traded at around $59.66. The impact to a portfolio due to this purchase was 1.1%. The holding were 25,715 shares as of .
Added: ISHARES TRUST (ITOT)Independent Order of Foresters added to a holding in ISHARES TRUST by 45.37%. The purchase prices were between $54.27 and $72.51, with an estimated average price of $65.03. The stock is now traded at around $75.32. The impact to a portfolio due to this purchase was 25.27%. The holding were 1,556,025 shares as of .
Sold Out: ISHARES TRUST (IJH)Independent Order of Foresters sold out a holding in ISHARES TRUST. The sale prices were between $132.69 and $193.7, with an estimated average price of $165.21.
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