Number of Shares
672,744.00
Current Holdings Value*
$82.08 Mil
% of Portfolio
58.27%
Total Estimate Gain
$73.60 Mil
% of Total Estimate Gain
61.16%

Independent Order of Foresters's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Independent Order of Foresters held 672,744.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $82.08 Mil. This investment constitutes 58.27% of their stock portfolio, and Independent Order of Foresters now holds 0.13% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2018Q3. And since then Independent Order of Foresters has made 5 purchases of ITOT, at an average price of $70.60, for a total of 1.70 Mil shares. In addition, there have been 4 sales at an average price of $98.79 for 1.03 Mil shares. Based on historical transaction data and ITOT's current price of $136.77, Independent Order of Foresters's estimated gain on his ITOT holdings is $73.60 Mil, reflecting a 61.16% gain to date.

Independent Order of Foresters ITOT ($136.77) Holding Chart

Independent Order of Foresters ITOT ($136.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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