Independent Order of Foresters’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$15.8M | 58.26% | 1 |
|
|
2024
Q3 | $69M | Hold |
549,619
| – | – | 39.86% | 1 |
|
|
2024
Q2 | $65.3M | Buy |
549,619
+13,964
| +3% | +$1.66M | 40.26% | 1 |
|
|
2024
Q1 | $61.8M | Sell |
535,655
-48,752
| -8% | -$5.62M | 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% | -$7.5M | 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% | -$73.9M | 39.62% | 2 |
|
|
2021
Q2 | $141M | Buy |
1,425,576
+11,531
| +0.8% | +$1.14M | 79.43% | 1 |
|
|
2021
Q1 | $130M | Sell |
1,414,045
-141,980
| -9% | -$13M | 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% | +$33.7M | 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 | +$71.3M | 65.39% | 1 |
|