Orrstown Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,629	Closed	-$325K	–	147
2025 Q1	$325K	Hold	1,629	–	–	0.08%	104
2024 Q4	$360K	Buy	+1,629	New	+$371K	0.1%	107
2018 Q1	–	Sell	-161	Closed	-$25K	–	346
2017 Q4	$25K	Sell	161 -161	-50%	-$24.2K	0.03%	183
2017 Q3	$48K	Hold	322	–	–	0.05%	147
2017 Q2	$45K	Sell	322 -296	-48%	-$41K	0.05%	145
2017 Q1	$85K	Hold	618	–	–	0.09%	121
2016 Q4	$81K	Hold	618	–	–	0.08%	110
2016 Q3	$77K	Sell	618 -313	-34%	-$38K	0.08%	110
2016 Q2	$107K	Sell	931 -100	-10%	-$11.3K	0.12%	95
2016 Q1	$114K	Buy	1,031 +100	+11%	+$10.4K	0.12%	88
2015 Q4	$105K	Hold	931	–	–	0.11%	94
2015 Q3	$102K	Hold	931	–	–	0.12%	93
2015 Q2	$116K	Hold	931	–	–	0.13%	91
2015 Q1	$116K	Hold	931	–	–	0.12%	91
2014 Q4	$111K	Hold	931	–	–	0.12%	92
2014 Q3	$102K	Hold	931	–	–	0.11%	95
2014 Q2	$111K	Sell	931 -514	-36%	-$58.4K	0.12%	83
2014 Q1	$168K	Hold	1,445	–	–	0.18%	80
2013 Q4	$167K	Hold	1,445	–	–	0.17%	82
2013 Q3	$154K	Sell	1,445 -100	-6%	-$10.3K	0.17%	85
2013 Q2	$150K	Buy	+1,545	New	+$148K	0.22%	71

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Orrstown Financial Services's IWM Position: Q2 2025 in Review

Orrstown Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,629 shares — an estimated $325K sold.

Orrstown Financial Services first reported a position in IWM in Q2 2013 and held it in 21 quarters. The position peaked at $360K in Q4 2024. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Orrstown Financial Services reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Orrstown Financial Services sold 1,629 iShares Russell 2000 ETF shares in Q2 2025, an estimated $325K.
Orrstown Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 21 quarters.
Orrstown Financial Services's iShares Russell 2000 ETF position peaked at $360K in Q4 2024.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Orrstown Financial Services's 13F filing for Q2 2025, filed 11 Jul 2025.