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Burke & Herbert Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.03M Sell
18,446
-250
-1% -$27.5K 0.46% 63
2025
Q1
$1.74M Sell
18,696
-220
-1% -$20.4K 0.42% 70
2024
Q4
$1.92M Sell
18,916
-90
-0.5% -$9.14K 0.46% 61
2024
Q3
$1.82M Sell
19,006
-210
-1% -$20.1K 0.42% 66
2024
Q2
$1.78M Buy
+19,216
New +$1.78M 0.43% 63