Independent Order of Foresters
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Independent Order of Foresters reported 2 stock positions worth $101.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 67.4% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 32.6%). Compared with Q4 2025, it reduced 1. The biggest sale was iShares Core S&P Total U.S. (ITOT, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001538037
- Portfolio Value
- $101.9M (Q1 2026)
- SEC Filing
- 0001193125-26-208422 ↗ filed May 6, 2026
Holdings Value
Holdings 2 stocks · $101.9M
Portfolio Sells Q4 2025 → Q1 2026
| ITOT iShares Core S&P Total U.S. | Reduce -65.3% | 32.65% | −25.60 |
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $102.7M | VTI, ITOT |
| Q1 2026 | 2 | $101.9M | VTI, ITOT |
| Q4 2025 | 2 | $171.7M | ITOT, VTI |
| Q3 2025 | 2 | $168.2M | ITOT, VTI |
| Q2 2025 | 2 | $155.8M | ITOT, VTI |
| Q1 2025 | 2 | $140.9M | ITOT, VTI |
| Q4 2024 | 2 | $148.5M | ITOT, VTI |
| Q3 2024 | 12 | $173.2M | ITOT, VTI, IEUR, VGT, IGF |
| Q2 2024 | 15 | $162.2M | ITOT, VTI, IEUR, VGT, IGF |
| Q1 2024 | 16 | $157.3M | VTI, ITOT, VTWO, VGT, IGF |