Independent Order of Foresters’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Independent Order of Foresters’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.3M	Sell	233,510 -439,234	-65%	-$65.3M	32.65%	2
2025 Q4	$100M	Hold	672,744	–	–	58.25%	1
2025 Q3	$98M	Hold	672,744	–	–	58.27%	1
2025 Q2	$90.8M	Hold	672,744	–	–	58.29%	1
2025 Q1	$82.1M	Hold	672,744	–	–	58.27%	1
2024 Q4	$86.5M	Buy	672,744 +123,125	+22%	+$15.9M	58.26%	1
2024 Q3	$69M	Hold	549,619	–	–	39.86%	1
2024 Q2	$65.3M	Buy	549,619 +13,964	+3%	+$1.6M	40.26%	1
2024 Q1	$61.8M	Sell	535,655 -48,752	-8%	-$5.35M	39.27%	2
2023 Q4	$61.5M	Hold	584,407	–	–	39.36%	2
2023 Q3	$55M	Hold	584,407	–	–	39.3%	2
2023 Q2	$57.2M	Hold	584,407	–	–	39.22%	2
2023 Q1	$52.9M	Hold	584,407	–	–	39.13%	2
2022 Q4	$49.6M	Hold	584,407	–	–	39.72%	2
2022 Q3	$46.5M	Hold	584,407	–	–	39.86%	2
2022 Q2	$49M	Sell	584,407 -89,562	-13%	-$8.16M	39.78%	2
2022 Q1	$68M	Hold	673,969	–	–	39.92%	2
2021 Q4	$72.1M	Hold	673,969	–	–	39.89%	2
2021 Q3	$66.3M	Sell	673,969 -751,607	-53%	-$76M	39.62%	2
2021 Q2	$141M	Buy	1,425,576 +11,531	+0.8%	+$1.11M	79.43%	1
2021 Q1	$130M	Sell	1,414,045 -141,980	-9%	-$12.7M	78.66%	1
2020 Q4	$134M	Hold	1,556,025	–	–	78.85%	1
2020 Q3	$117M	Hold	1,556,025	–	–	79.43%	1
2020 Q2	$108M	Buy	1,556,025 +485,645	+45%	+$31.7M	79.08%	1
2020 Q1	$61.2M	Hold	1,070,380	–	–	71.98%	1
2019 Q4	$77.8M	Hold	1,070,380	–	–	70.24%	1
2019 Q3	$71.8M	Hold	1,070,380	–	–	69.9%	1
2019 Q2	$71.3M	Hold	1,070,380	–	–	66.78%	1
2019 Q1	$68.9M	Hold	1,070,380	–	–	66.38%	1
2018 Q4	$60.8M	Hold	1,070,380	–	–	65.75%	1
2018 Q3	$71.3M	Buy	+1,070,380	New	+$70.1M	65.39%	1

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Independent Order of Foresters's ITOT Position: Q1 2026 in Review

Independent Order of Foresters reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 65% in Q1 2026, selling an estimated $65.3M and leaving 233,510 shares worth $33.3M. The position accounts for 32.65% of the portfolio, ranked #2.

Independent Order of Foresters first reported a position in ITOT in Q3 2018 and has held it in 31 quarters since. The position peaked at $141M in Q2 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Independent Order of Foresters held 233,510 shares of iShares Core S&P Total US Stock Market ETF worth $33.3M as of Q1 2026.
Independent Order of Foresters sold 439,234 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $65.3M.
iShares Core S&P Total US Stock Market ETF made up 32.65% of Independent Order of Foresters's portfolio in Q1 2026, its #2 holding.
Independent Order of Foresters first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 31 quarters since.
Independent Order of Foresters's iShares Core S&P Total US Stock Market ETF position peaked at $141M in Q2 2021.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Independent Order of Foresters's 13F filing for Q1 2026, filed 6 May 2026.