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Orrstown Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Orrstown Financial Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79M Hold
6,802
– – 0.41% 26
2026
Q1 		$2.43M Sell
6,802
-57
-0.8% -$21.2K 0.41% 24
2025
Q4 		$2.56M Hold
6,859
– – 0.43% 24
2025
Q3 		$2.51M Hold
6,859
– – 0.43% 25
2025
Q2 		$2.33M Hold
6,859
– – 0.49% 24
2025
Q1 		$2.1M Hold
6,859
– – 0.5% 25
2024
Q4 		$2.21M Sell
6,859
-83
-1% -$26.9K 0.59% 25
2024
Q3 		$2.18M Sell
6,942
-275
-4% -$83.3K 0.64% 26
2024
Q2 		$2.15M Hold
7,217
– – 1.13% 12
2024
Q1 		$2.08M Hold
7,217
– – 1.16% 11
2023
Q4 		$1.89M Buy
+7,217
New +$1.77M 1.51% 8
2022
Q1 		$3.56M Sell
14,257
-5,010
-26% -$1.24M 6.65% 1
2021
Q4 		$5.04M Buy
19,267
+7,335
+61% +$1.89M 7.69% 1
2021
Q3 		$2.88M Buy
11,932
+420
+4% +$104K 4.57% 1
2021
Q2 		$2.8M Buy
11,512
+5,318
+86% +$1.25M 4.05% 1
2021
Q1 		$1.4M Sell
6,194
-130
-2% -$28.5K 1.98% 8
2020
Q4 		$1.34M Sell
6,324
-4
-0.1% -$798 1.98% 9
2020
Q3 		$1.19M Sell
6,328
-163
-3% -$30.1K 1.88% 12
2020
Q2 		$1.11M Sell
6,491
-184
-3% -$29.8K 1.83% 12
2020
Q1 		$945K Sell
6,675
-183
-3% -$30.9K 1.36% 18
2019
Q4 		$1.25M Sell
6,858
-1,116
-14% -$190K 1.78% 15
2019
Q3 		$1.29M Sell
7,974
-141
-2% -$23.1K 1.74% 8
2019
Q2 		$1.32M Buy
8,115
+32
+0.4% +$5.12K 1.8% 8
2019
Q1 		$1.27M Sell
8,083
-19,345
-71% -$2.92M 1.78% 8
2018
Q4 		$3.8M Buy
27,428
+22,993
+518% +$3.44M 5.72% 1
2018
Q3 		$717K Sell
4,435
-1,120
-20% -$178K 0.94% 56
2018
Q2 		$844K Sell
5,555
-46
-0.8% -$6.93K 1.05% 50
2018
Q1 		$823K Sell
5,601
-216
-4% -$32.8K 0.97% 52
2017
Q4 		$864K Hold
5,817
– – 0.99% 52
2017
Q3 		$814K Hold
5,817
– – 0.91% 55
2017
Q2 		$787K Sell
5,817
-38
-0.6% -$5.07K 0.86% 57
2017
Q1 		$768K Buy
5,855
+1,584
+37% +$205K 0.77% 61
2016
Q4 		$525K Buy
4,271
+239
+6% +$29.1K 0.54% 70
2016
Q3 		$486K Sell
4,032
-279
-6% -$33.5K 0.51% 68
2016
Q2 		$504K Buy
4,311
+1,681
+64% +$194K 0.54% 68
2016
Q1 		$300K Sell
2,630
-6
-0.2% -$648 0.32% 74
2015
Q4 		$299K Hold
2,636
– – 0.32% 76
2015
Q3 		$282K Buy
2,636
+692
+36% +$78.6K 0.33% 74
2015
Q2 		$226K Buy
1,944
+72
+4% +$8.49K 0.25% 80
2015
Q1 		$217K Buy
1,872
+919
+96% +$106K 0.23% 82
2014
Q4 		$109K Buy
+953
New +$107K 0.12% 93

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Orrstown Financial Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 6,802 shares worth $2.79M. The position accounts for 0.41% of the portfolio, ranked #26.

Orrstown Financial Services first reported a position in IWB in Q4 2014 and has held it in 41 quarters since. The position peaked at $5.04M in Q4 2021. 408 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Orrstown Financial Services held 6,802 shares of iShares Russell 1000 ETF worth $2.79M as of Q2 2026.
  • Orrstown Financial Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.41% of Orrstown Financial Services's portfolio in Q2 2026, its #26 holding.
  • Orrstown Financial Services first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 41 quarters since.
  • Orrstown Financial Services's iShares Russell 1000 ETF position peaked at $5.04M in Q4 2021.
  • 408 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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