Burke & Herbert Bank & Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$416K	Hold	2,330	–	–	0.1%	165
2026 Q1	$337K	Hold	2,330	–	–	0.09%	176
2025 Q4	$329K	Hold	2,330	–	–	0.09%	171
2025 Q3	$330K	Hold	2,330	–	–	0.07%	186
2025 Q2	$310K	Hold	2,330	–	–	0.07%	190
2025 Q1	$290K	Hold	2,330	–	–	0.07%	193
2024 Q4	$315K	Hold	2,330	–	–	0.07%	188
2024 Q3	$325K	Hold	2,330	–	–	0.08%	186
2024 Q2	$299K	Buy	+2,330	New	+$298K	0.07%	190

Other funds holding IJT

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Burke & Herbert Bank & Trust held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 2,330 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #165.

Burke & Herbert Bank & Trust first reported a position in IJT in Q2 2024 and has held it in 9 quarters since. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Burke & Herbert Bank & Trust held 2,330 shares of iShares S&P Small-Cap 600 Growth ETF worth $416K as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.1% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #165 holding.
Burke & Herbert Bank & Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and has held it in 9 quarters since.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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