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 Q2	$38.4M	Hold	233,510	–	–	37.36%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Independent Order of Foresters's ITOT Position: Q2 2026 in Review

Independent Order of Foresters held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 233,510 shares worth $38.4M. The position accounts for 37.36% of the portfolio, ranked #2.

Independent Order of Foresters first reported a position in ITOT in Q3 2018 and has held it in 32 quarters since. The position peaked at $141M in Q2 2021. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Independent Order of Foresters held 233,510 shares of iShares Core S&P Total US Stock Market ETF worth $38.4M as of Q2 2026.
Independent Order of Foresters left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 37.36% of Independent Order of Foresters's portfolio in Q2 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 32 quarters since.
Independent Order of Foresters's iShares Core S&P Total US Stock Market ETF position peaked at $141M in Q2 2021.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Independent Order of Foresters's 13F filing for Q2 2026, filed 4 Aug 2026.