Burke & Herbert Bank & Trust’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$347K	Hold	2,950	–	–	0.09%	183
2026 Q1	$297K	Hold	2,950	–	–	0.08%	190
2025 Q4	$286K	Sell	2,950 -540	-15%	-$52K	0.08%	188
2025 Q3	$335K	Hold	3,490	–	–	0.07%	185
2025 Q2	$318K	Hold	3,490	–	–	0.07%	188
2025 Q1	$291K	Hold	3,490	–	–	0.07%	192
2024 Q4	$317K	Hold	3,490	–	–	0.08%	187
2024 Q3	$321K	Hold	3,490	–	–	0.07%	187
2024 Q2	$308K	Buy	+3,490	New	+$308K	0.07%	189

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Burke & Herbert Bank & Trust's IJK Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,950 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #183.

Burke & Herbert Bank & Trust first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Burke & Herbert Bank & Trust held 2,950 shares of iShares S&P Mid-Cap 400 Growth ETF worth $347K as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #183 holding.
Burke & Herbert Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.