Orrstown Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$175M	Sell	229,140 -3,425	-1%	-$2.61M	26.31%	1
2026 Q2	$174M	Buy	232,565 +3,424	+1%	+$2.49M	25.85%	1
2026 Q1	$150M	Buy	229,141 +75,654	+49%	+$51.7M	25.05%	1
2025 Q4	$105M	Buy	153,487 +2,248	+1%	+$1.53M	17.53%	1
2025 Q3	$101M	Buy	151,239 +17,914	+13%	+$11.5M	17.32%	1
2025 Q2	$82.8M	Buy	133,325 +1,950	+1%	+$1.12M	17.44%	1
2025 Q1	$73.8M	Buy	131,375 +28,471	+28%	+$16.8M	17.57%	1
2024 Q4	$60.6M	Buy	102,904 +7,806	+8%	+$4.62M	16.26%	1
2024 Q3	$54.9M	Buy	95,098 +5,261	+6%	+$2.93M	16.2%	1
2024 Q2	$49.2M	Buy	89,837 +5,263	+6%	+$2.77M	25.96%	1
2024 Q1	$44.5M	Buy	84,574 +14,729	+21%	+$7.37M	24.77%	1
2023 Q4	$33.4M	Buy	+69,845	New	+$31.3M	26.68%	1

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Orrstown Financial Services's IVV Position: Q3 2026 in Review

Orrstown Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q3 2026, selling an estimated $2.61M and leaving 229,140 shares worth $175M. The position accounts for 26.31% of the portfolio, ranked #1.

Orrstown Financial Services first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Orrstown Financial Services held 229,140 shares of iShares Core S&P 500 ETF worth $175M as of Q3 2026.
Orrstown Financial Services sold 3,425 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.61M.
iShares Core S&P 500 ETF made up 26.31% of Orrstown Financial Services's portfolio in Q3 2026, its #1 holding.
Orrstown Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Orrstown Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.