Burke & Herbert Bank & Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.13M | Buy |
105,470
+1,371
| +1% | +$101K | 2.02% | 8 |
|
|
2026
Q1 | $7.03M | Sell |
104,099
-1,145
| -1% | -$79.4K | 1.94% | 7 |
|
|
2025
Q4 | $6.95M | Sell |
105,244
-30,170
| -22% | -$1.98M | 1.92% | 7 |
|
|
2025
Q3 | $8.84M | Sell |
135,414
-1,520
| -1% | -$97.7K | 1.9% | 9 |
|
|
2025
Q2 | $8.49M | Sell |
136,934
-324
| -0.2% | -$19K | 1.9% | 8 |
|
|
2025
Q1 | $8.01M | Buy |
137,258
+244
| +0.2% | +$15.2K | 1.93% | 10 |
|
|
2024
Q4 | $8.54M | Buy |
137,014
+778
| +0.6% | +$49.9K | 2.02% | 6 |
|
|
2024
Q3 | $8.49M | Buy |
136,236
+2,105
| +2% | +$127K | 1.97% | 11 |
|
|
2024
Q2 | $7.85M | Buy |
134,131
+91,972
| +218% | +$5.4M | 1.91% | 10 |
|
|
2024
Q1 | $2.56M | Buy |
42,159
+324
| +0.8% | +$18.3K | 1.93% | 9 |
|
|
2023
Q4 | $2.32M | Buy |
41,835
+1,275
| +3% | +$64.7K | 1.67% | 10 |
|
|
2023
Q3 | $2.02M | Buy |
40,560
+720
| +2% | +$37.7K | 1.64% | 13 |
|
|
2023
Q2 | $2.08M | Sell |
39,840
-905
| -2% | -$45K | 1.41% | 14 |
|
|
2023
Q1 | $2.04M | Buy |
40,745
+1,230
| +3% | +$62.7K | 1.5% | 14 |
|
|
2022
Q4 | $1.91M | Buy |
39,515
+785
| +2% | +$37.9K | 1.42% | 18 |
|
|
2022
Q3 | $1.7M | Sell |
38,730
-5,155
| -12% | -$249K | 1.41% | 15 |
|
|
2022
Q2 | $1.99M | Buy |
43,885
+3,220
| +8% | +$159K | 1.5% | 12 |
|
|
2022
Q1 | $2.18M | Buy |
40,665
+320
| +0.8% | +$17K | 1.39% | 15 |
|
|
2021
Q4 | $2.28M | Buy |
40,345
+95
| +0.2% | +$5.29K | 1.34% | 13 |
|
|
2021
Q3 | $2.12M | Buy |
40,250
+1,105
| +3% | +$59.4K | 1.37% | 12 |
|
|
2021
Q2 | $2.1M | Buy |
39,145
+150
| +0.4% | +$8.1K | 1.35% | 13 |
|
|
2021
Q1 | $2.03M | Buy |
38,995
+4,090
| +12% | +$204K | 1.39% | 13 |
|
|
2020
Q4 | $1.6M | Buy |
34,905
+905
| +3% | +$38.1K | 1.14% | 23 |
|
|
2020
Q3 | $1.26M | Buy |
34,000
+1,230
| +4% | +$46K | 0.99% | 30 |
|
|
2020
Q2 | $1.17M | Buy |
32,770
+1,060
| +3% | +$35.2K | 1.01% | 30 |
|
|
2020
Q1 | $912K | Sell |
31,710
-195
| -0.6% | -$7.25K | 0.92% | 34 |
|
|
2019
Q4 | $1.31M | Buy |
31,905
+615
| +2% | +$24.4K | 1.01% | 30 |
|
|
2019
Q3 | $1.21M | Buy |
31,290
+155
| +0.5% | +$5.96K | 1.07% | 27 |
|
|
2019
Q2 | $1.21M | Buy |
31,135
+970
| +3% | +$37.2K | 1.07% | 27 |
|
|
2019
Q1 | $1.14M | Sell |
30,165
-100
| -0.3% | -$3.69K | 1.01% | 31 |
|
|
2018
Q4 | $1M | Hold |
30,265
| – | – | 0.99% | 34 |
|
|
2018
Q3 | $1.22M | Sell |
30,265
-100
| -0.3% | -$4.02K | 1.03% | 30 |
|
|
2018
Q2 | $1.18M | Sell |
30,365
-655
| -2% | -$25.3K | 1.06% | 30 |
|
|
2018
Q1 | $1.16M | Sell |
31,020
-295
| -0.9% | -$11.3K | 1.05% | 31 |
|
|
2017
Q4 | $1.19M | Sell |
31,315
-510
| -2% | -$18.9K | 1.02% | 31 |
|
|
2017
Q3 | $1.14M | Hold |
31,825
| – | – | 1.03% | 31 |
|
|
2017
Q2 | $1.11M | Sell |
31,825
-6,600
| -17% | -$228K | 1.01% | 29 |
|
|
2017
Q1 | $1.32M | Sell |
38,425
-830
| -2% | -$28.2K | 1.18% | 25 |
|
|
2016
Q4 | $1.3M | Sell |
39,255
-2,775
| -7% | -$88K | 1.18% | 26 |
|
|
2016
Q3 | $1.3M | Sell |
42,030
-3,635
| -8% | -$112K | 1.18% | 26 |
|
|
2016
Q2 | $1.36M | Buy |
45,665
+3,670
| +9% | +$108K | 1.24% | 23 |
|
|
2016
Q1 | $1.21M | Sell |
41,995
-945
| -2% | -$25.2K | 1.17% | 28 |
|
|
2015
Q4 | $1.2M | Buy |
42,940
+1,050
| +3% | +$30K | 1.25% | 24 |
|
|
2015
Q3 | $1.14M | Buy |
41,890
+4,705
| +13% | +$137K | 1.29% | 24 |
|
|
2015
Q2 | $1.11M | Buy |
37,185
+3,185
| +9% | +$97.1K | 1.19% | 25 |
|
|
2015
Q1 | $1.03M | Buy |
34,000
+5,385
| +19% | +$159K | 1.12% | 27 |
|
|
2014
Q4 | $829K | Buy |
28,615
+25
| +0.1% | +$702 | 0.83% | 35 |
|
|
2014
Q3 | $782K | Buy |
28,590
+4,900
| +21% | +$138K | 0.76% | 36 |
|
|
2014
Q2 | $678K | Buy |
23,690
+5,080
| +27% | +$140K | 0.62% | 40 |
|
|
2014
Q1 | $512K | Sell |
18,610
-1,655
| -8% | -$44.5K | 0.5% | 50 |
|
|
2013
Q4 | $543K | Buy |
20,265
+1,485
| +8% | +$38.3K | 0.54% | 47 |
|
|
2013
Q3 | $467K | Buy |
18,780
+2,575
| +16% | +$62.8K | 0.53% | 48 |
|
|
2013
Q2 | $374K | Buy |
+16,205
| New | +$376K | 0.44% | 55 |
|
Other funds holding IJH
Burke & Herbert Bank & Trust's IJH Position: Q2 2026 in Review
Burke & Herbert Bank & Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $101K and bringing the position to 105,470 shares worth $8.13M. The position accounts for 2.02% of the portfolio, ranked #8.
Burke & Herbert Bank & Trust first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.84M in Q3 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Burke & Herbert Bank & Trust held 105,470 shares of iShares Core S&P Mid-Cap ETF worth $8.13M as of Q2 2026.
- Burke & Herbert Bank & Trust bought 1,371 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $101K.
- iShares Core S&P Mid-Cap ETF made up 2.02% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #8 holding.
- Burke & Herbert Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Burke & Herbert Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $8.84M in Q3 2025.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.