Orrstown Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8M | Buy |
133,325
+1,950
| +1% | +$1.21M | 17.44% | 1 |
|
|
2025
Q1 | $73.8M | Buy |
131,375
+28,471
| +28% | +$16M | 17.57% | 1 |
|
|
2024
Q4 | $60.6M | Buy |
102,904
+7,806
| +8% | +$4.6M | 16.26% | 1 |
|
|
2024
Q3 | $54.9M | Buy |
95,098
+5,261
| +6% | +$3.03M | 16.2% | 1 |
|
|
2024
Q2 | $49.2M | Buy |
89,837
+5,263
| +6% | +$2.88M | 25.96% | 1 |
|
|
2024
Q1 | $44.5M | Buy |
84,574
+14,729
| +21% | +$7.74M | 24.77% | 1 |
|
|
2023
Q4 | $33.4M | Buy |
+69,845
| New | +$33.4M | 26.68% | 1 |
|