Orrstown Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Orrstown Financial Services’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,475	Closed	-$297K	–	119
2025 Q4	$297K	Sell	2,475 -1,534	-38%	-$183K	0.05%	108
2025 Q3	$476K	Sell	4,009 -2,908	-42%	-$334K	0.08%	101
2025 Q2	$756K	Sell	6,917 -4,589	-40%	-$474K	0.16%	73
2025 Q1	$1.2M	Sell	11,506 -45,019	-80%	-$5.08M	0.29%	46
2024 Q4	$6.51M	Sell	56,525 -10,776	-16%	-$1.29M	1.75%	11
2024 Q3	$7.87M	Buy	+67,301	New	+$7.6M	2.33%	8

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orrstown Financial Services's IJR Position: Q1 2026 in Review

Orrstown Financial Services sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 2,475 shares — an estimated $297K sold.

Orrstown Financial Services first reported a position in IJR in Q3 2024 and held it in 6 quarters. The position peaked at $7.87M in Q3 2024. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Orrstown Financial Services reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Orrstown Financial Services sold 2,475 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $297K.
Orrstown Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and held it in 6 quarters.
Orrstown Financial Services's iShares Core S&P Small-Cap ETF position peaked at $7.87M in Q3 2024.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Orrstown Financial Services's 13F filing for Q1 2026, filed 8 Apr 2026.