Burke & Herbert Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Burke & Herbert Bank & Trust's ITOT Position: Q2 2026 in Review
Burke & Herbert Bank & Trust reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q2 2026, selling an estimated $54.8K and leaving 1,875 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #197.
Burke & Herbert Bank & Trust first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $330K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Burke & Herbert Bank & Trust held 1,875 shares of iShares Core S&P Total US Stock Market ETF worth $308K as of Q2 2026.
- Burke & Herbert Bank & Trust sold 345 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $54.8K.
- iShares Core S&P Total US Stock Market ETF made up 0.08% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #197 holding.
- Burke & Herbert Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
- Burke & Herbert Bank & Trust's iShares Core S&P Total US Stock Market ETF position peaked at $330K in Q4 2025.
- 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.