Burke & Herbert Bank & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$817K	Sell	2,407 -75	-3%	-$25.5K	0.18%	132
2025 Q1	$761K	Hold	2,482	–	–	0.18%	131
2024 Q4	$800K	Hold	2,482	–	–	0.19%	129
2024 Q3	$780K	Sell	2,482 -192	-7%	-$60.4K	0.18%	133
2024 Q2	$796K	Buy	+2,674	New	+$796K	0.19%	127