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Orrstown Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Orrstown Financial Services’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,595
Closed -$277K – 131
2025
Q2 		$277K Buy
+5,595
New +$255K 0.06% 121

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Orrstown Financial Services's IAT Position: Q3 2025 in Review

Orrstown Financial Services sold out of iShares US Regional Banks ETF (IAT) in Q3 2025, closing a stake of 5,595 shares — an estimated $277K sold.

Orrstown Financial Services first reported a position in IAT in Q2 2025 and held it in 1 quarter. The position peaked at $277K in Q2 2025. 165 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

  • Orrstown Financial Services reported no remaining iShares US Regional Banks ETF position as of Q3 2025 after selling out during the quarter.
  • Orrstown Financial Services sold 5,595 iShares US Regional Banks ETF shares in Q3 2025, an estimated $277K.
  • Orrstown Financial Services first reported a position in iShares US Regional Banks ETF in Q2 2025 and held it in 1 quarter.
  • Orrstown Financial Services's iShares US Regional Banks ETF position peaked at $277K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

Based on Orrstown Financial Services's 13F filing for Q3 2025, filed 10 Oct 2025.