2026 Q2 Portfolio Activity
In 2026 Q2, Independent Order of Foresters maintained a portfolio of 2 distinct positions.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
VTI (62.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Independent Order of Foresters Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL ...
|
ETF | 62.64% | 67.35% |
#1
Prev: #1
|
6.5 |
—
|
-40,050 | -18.7% |
P
S
|
173,815 | $64,318,503 |
$207.34
+82.1%
|
2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
ITOT
ISHARES CORE S&...
|
ETF | 37.36% | 32.65% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
233,510 | $38,358,688 |
$65.88
+155.9%
|
2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 |
Showing 1-2 of 2 holdings