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Burke & Herbert Bank & Trust’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Hold
3,820
– – 0.06% 219
2026
Q1 		$209K Hold
3,820
– – 0.06% 229
2025
Q4 		$212K Hold
3,820
– – 0.06% 221
2025
Q3 		$207K Buy
+3,820
New +$199K 0.04% 232

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Burke & Herbert Bank & Trust held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 3,820 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #219.

Burke & Herbert Bank & Trust first reported a position in ISCG in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

  • Burke & Herbert Bank & Trust held 3,820 shares of iShares Morningstar Small-Cap Growth ETF worth $250K as of Q2 2026.
  • Burke & Herbert Bank & Trust left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Small-Cap Growth ETF made up 0.06% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #219 holding.
  • Burke & Herbert Bank & Trust first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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