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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Hold	15,948	–	–	0.49%	52
2026 Q1	$1.7M	Sell	15,948 -100	-0.6%	-$11.3K	0.47%	58
2025 Q4	$1.9M	Sell	16,048 -12,680	-44%	-$1.5M	0.52%	53
2025 Q3	$3.36M	Sell	28,728 -976	-3%	-$109K	0.72%	36
2025 Q2	$3.15M	Sell	29,704 -280	-0.9%	-$26.8K	0.71%	35
2025 Q1	$2.71M	Sell	29,984 -56	-0.2%	-$5.53K	0.65%	40
2024 Q4	$3.02M	Sell	30,040 -428	-1%	-$42.1K	0.72%	33
2024 Q3	$2.86M	Sell	30,468 -460	-1%	-$41.7K	0.67%	34
2024 Q2	$2.82M	Buy	+30,928	New	+$2.64M	0.69%	35
2020 Q1	–	Sell	-6,884	Closed	-$302K	–	127
2019 Q4	$302K	Buy	+6,884	New	+$287K	0.23%	108

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Burke & Herbert Bank & Trust held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 15,948 shares worth $1.98M. The position accounts for 0.49% of the portfolio, ranked #52.

Burke & Herbert Bank & Trust first reported a position in IWF in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.36M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Burke & Herbert Bank & Trust held 15,948 shares of iShares Russell 1000 Growth ETF worth $1.98M as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.49% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #52 holding.
Burke & Herbert Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 10 quarters since.
Burke & Herbert Bank & Trust's iShares Russell 1000 Growth ETF position peaked at $3.36M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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