Burke & Herbert Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Hold |
|
|||||
|
2025
Q1 | $2.04M | Sell |
|
|||||
|
2024
Q4 | $2.01M | Sell |
|
|||||
|
2024
Q3 | $2.07M | Hold |
|
|||||
|
2024
Q2 | $1.91M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $317K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $245K | Hold |
|
|||||
|
2015
Q3 | $233K | Hold |
|
|||||
|
2015
Q2 | $259K | Sell |
|
|||||
|
2015
Q1 | $259K | Buy |
|