IO
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Independent Order of Foresters13F | |
| Independent Order of Foresters | |
| Last update 2025-05-08 | 2 Stocks (0 new) |
| Value $141.00 Mil | Turnover 0 % |
Independent Order of Foresters... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 672,744 | 82,081.5 | 0% | 58.270 | 0% | 0.130 | +17.94% | +6.66% | 70,941.5 | ||
VTI | Vanguard Total Stock Market ETF | 213,865 | 58,778.7 | 0% | 41.730 | 0% | 0.010 | +17.65% | +6.63% | 471,718.0 |
Independent Order of Foresters's Historical Top Holdings Breakdowns
Independent Order of Foresters's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2024-12-31 | Add Add | +10.66% | 124.26 ($129.56) 134.32 | $136.39 | 5.27% | Add 22.4% | 672,744 | 123,125 | |
IEUR | iShares Core MSCI Europe ETF | 2024-12-31 | Sold Out Sold Out | -7.84% | 53.84 ($56.93) 60.13 | $66.31 | 16.48% | Sold Out | 0 | -222,775 | |
VTI | Vanguard Total Stock Market ETF | 2024-12-31 | Reduce Reduce | -4.81% | 280.04 ($291.95) 302.45 | $307.02 | 5.16% | Reduce -12.1% | 213,865 | -29,437 | |
VGT | Vanguard Information Technology ETF | 2024-12-31 | Sold Out Sold Out | -2.83% | 575.38 ($615.14) 647.97 | $670.33 | 8.97% | Sold Out | 0 | -8,355 | |
IGF | iShares Global Infrastructure ETF | 2024-12-31 | Sold Out Sold Out | -2.65% | 50.99 ($54) 55.7 | $58.69 | 8.69% | Sold Out | 0 | -84,213 | |
VFH | Vanguard Financials ETF | 2024-12-31 | Sold Out Sold Out | -1.35% | 108.87 ($118.4) 126.2 | $127.32 | 7.53% | Sold Out | 0 | -21,238 | |
XLV | Health Care Select Sector SPDR | 2024-12-31 | Sold Out Sold Out | -1.34% | 136.28 ($146.23) 154.74 | $135.19 | -7.55% | Sold Out | 0 | -15,015 | |
FCOM |
Fidelity MSCI Communication Services Index ETF
Fidelity MSCI Communication Services Index ETF
| 2024-12-31 | Sold Out Sold Out | -1.14% | 54.65 ($57.86) 61.96 | $63.98 | 10.58% | Sold Out | 0 | -35,987 | |
VPU | Vanguard Utilities ETF | 2024-12-31 | Sold Out Sold Out | -1.04% | 160.52 ($171.08) 179.11 | $178.04 | 4.07% | Sold Out | 0 | -10,391 | |
XLI | Industrial Select Sector SPDR | 2024-12-31 | Sold Out Sold Out | -0.95% | 131.76 ($137.89) 143.99 | $150.20 | 8.93% | Sold Out | 0 | -12,096 |
Independent Order of Foresters Total Holding History ($B)
Independent Order of Foresters's Asset Allocation
Independent Order of Foresters Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Independent Order of Foresters's Hypothetical Growth since 2025-03-31
Independent Order of Foresters's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Independent Order of Foresters's Holdings Heat Map
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Independent Order of Foresters's Holdings Bubble Chart
Independent Order of Foresters News
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