Burke & Herbert Bank & Trust’s iShares Micro-Cap ETF IWC Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Hold	2,050	–	–	0.1%	166
2026 Q1	$327K	Hold	2,050	–	–	0.09%	181
2025 Q4	$323K	Hold	2,050	–	–	0.09%	174
2025 Q3	$306K	Hold	2,050	–	–	0.07%	195
2025 Q2	$262K	Hold	2,050	–	–	0.06%	210
2025 Q1	$227K	Hold	2,050	–	–	0.05%	212
2024 Q4	$267K	Hold	2,050	–	–	0.06%	195
2024 Q3	$253K	Hold	2,050	–	–	0.06%	207
2024 Q2	$234K	Buy	+2,050	New	+$236K	0.06%	213

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Burke & Herbert Bank & Trust held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2,050 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #166.

Burke & Herbert Bank & Trust first reported a position in IWC in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Burke & Herbert Bank & Trust held 2,050 shares of iShares Micro-Cap ETF worth $410K as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.1% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #166 holding.
Burke & Herbert Bank & Trust first reported a position in iShares Micro-Cap ETF in Q2 2024 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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