BHBT
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 |
|