OFS
IVV icon

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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Orrstown Financial Services's IVV Position: Q2 2026 in Review

Orrstown Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, buying an estimated $2.49M and bringing the position to 232,565 shares worth $174M. The position accounts for 25.85% of the portfolio, ranked #1.

Orrstown Financial Services first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,824 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Orrstown Financial Services held 232,565 shares of iShares Core S&P 500 ETF worth $174M as of Q2 2026.
  • Orrstown Financial Services bought 3,424 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.49M.
  • iShares Core S&P 500 ETF made up 25.85% of Orrstown Financial Services's portfolio in Q2 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 11 quarters since.
  • 1,824 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.