ORRSTOWN FINANCIAL SERVICES INC IWF — LARGE CAP GROWTH ETF

Ownership history in ORRSTOWN FINANCIAL SERVICES INC  ·  39 quarters on record

AI Ownership Summary

ORRSTOWN FINANCIAL SERVICES INC reported LARGE CAP GROWTH ETF (IWF) in 39 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.31% in 2024 Q3. The latest visible filing shows IWF at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORRSTOWN FINANCIAL SERVICES INC's position in LARGE CAP GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWF was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWF stock page ORRSTOWN FINANCIAL SERVICES INC fund profile ORRSTOWN FINANCIAL SERVICES INC full holdings
How ORRSTOWN FINANCIAL SERVICES INC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,780 +6,585 +300.0% 0.16% $1.1M 2026-07-10 $123.95
2026 Q1 REDUCED — — — 2,195 -24 -1.1% 0.16% $936K 2026-04-08 $110.69
2025 Q4 UNCHANGED — — — 2,219 — 0% 0.18% $1.1M 2026-01-15 $117.46
2025 Q3 REDUCED 19.4% +2.1% ❌ 2,219 -534 -19.4% 0.18% $1.0M 2025-10-10 $114.55
2025 Q2 REDUCED — — — 2,753 -23 -0.8% 0.25% $1.2M 2025-07-11 $106.50
2025 Q1 REDUCED — — — 2,776 -4 -0.1% 0.24% $1.0M 2025-04-14 $87.64
2024 Q4 UNCHANGED — — — 2,780 — 0% 0.30% $1.1M 2025-01-23 $103.72
2024 Q3 ADDED — — — 2,780 +815 +41.5% 0.31% $1.0M 2024-10-24 $94.67
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWF

As of 2026 Q2 — sorted by position size

Sun Mountain Capital Ltd 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 23.41% LWM ADVISORS INC 19.42% Bluesphere Advisors LLC 3Y 18.86% Ryan Investment Management, Inc. 17.4% Cedar Mountain Advisors, LLC 3Y 16.49% NESTEGG ADVISORS, INC. 16.48% Cooksen Wealth, LLC 16.16% 71 West Capital Partners 15.05%

FAQ About ORRSTOWN FINANCIAL SERVICES INC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORRSTOWN FINANCIAL SERVICES INC reported owning IWF?

ORRSTOWN FINANCIAL SERVICES INC reported IWF across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IWF position in ORRSTOWN FINANCIAL SERVICES INC's portfolio?

The largest reported portfolio weight for IWF was 0.31% in 2024 Q3.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q2, when ORRSTOWN FINANCIAL SERVICES INC reported 8,780 shares, equal to 0.16% of portfolio, with an estimated market value of $1.1M.

What does the chart on this IWF ownership page compare?

The chart compares ORRSTOWN FINANCIAL SERVICES INC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ORRSTOWN FINANCIAL SERVICES INC time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, ORRSTOWN FINANCIAL SERVICES INC correctly timed 14 out of 31 reported position changes (45%). The annualised alpha on IWF relative to SPY over the holding period was +0.7%.

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