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

Orrstown Financial Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413K Hold
1,705
– – 0.06% 103
2026
Q1 		$364K Sell
1,705
-328
-16% -$71.8K 0.06% 104
2025
Q4 		$428K Sell
2,033
-108
-5% -$22.3K 0.07% 102
2025
Q3 		$436K Sell
2,141
-394
-16% -$78.4K 0.07% 102
2025
Q2 		$492K Buy
2,535
+247
+11% +$45.7K 0.1% 96
2025
Q1 		$431K Sell
2,288
-329
-13% -$62.7K 0.1% 94
2024
Q4 		$484K Sell
2,617
-29
-1% -$5.56K 0.13% 93
2024
Q3 		$502K Buy
+2,646
New +$482K 0.15% 93
2016
Q1 		– Sell
-809
Closed -$79K – 220
2015
Q4 		$79K Sell
809
-200
-20% -$19.9K 0.09% 105
2015
Q3 		$94K Hold
1,009
– – 0.11% 97
2015
Q2 		$104K Hold
1,009
– – 0.11% 97
2015
Q1 		$104K Hold
1,009
– – 0.11% 95
2014
Q4 		$105K Hold
1,009
– – 0.11% 95
2014
Q3 		$101K Hold
1,009
– – 0.11% 96
2014
Q2 		$102K Buy
1,009
+809
+405% +$79.3K 0.11% 86
2014
Q1 		$19K Sell
200
-600
-75% -$56.2K 0.02% 138
2013
Q4 		$75K Sell
800
-300
-27% -$27.2K 0.08% 99
2013
Q3 		$95K Buy
+1,100
New +$95.5K 0.11% 92

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Orrstown Financial Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,705 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #103.

Orrstown Financial Services first reported a position in IWD in Q3 2013 and has held it in 18 quarters since. The position peaked at $502K in Q3 2024. 509 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Orrstown Financial Services held 1,705 shares of iShares Russell 1000 Value ETF worth $413K as of Q2 2026.
  • Orrstown Financial Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.06% of Orrstown Financial Services's portfolio in Q2 2026, its #103 holding.
  • Orrstown Financial Services first reported a position in iShares Russell 1000 Value ETF in Q3 2013 and has held it in 18 quarters since.
  • Orrstown Financial Services's iShares Russell 1000 Value ETF position peaked at $502K in Q3 2024.
  • 509 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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