Burke & Herbert Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.58M	Buy	10,399 +170	+2%	+$43.9K	0.71%	34
2025 Q4	$2.52M	Sell	10,229 -9,994	-49%	-$2.46M	0.7%	36
2025 Q3	$4.89M	Sell	20,223 -509	-2%	-$117K	1.05%	21
2025 Q2	$4.47M	Sell	20,732 -182	-0.9%	-$36.6K	1%	21
2025 Q1	$4.17M	Sell	20,914 -32	-0.2%	-$6.94K	1%	20
2024 Q4	$4.63M	Buy	20,946 +132	+0.6%	+$30.1K	1.1%	19
2024 Q3	$4.6M	Sell	20,814 -713	-3%	-$153K	1.07%	19
2024 Q2	$4.37M	Buy	+21,527	New	+$4.35M	1.06%	19

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Burke & Herbert Bank & Trust's IWM Position: Q1 2026 in Review

Burke & Herbert Bank & Trust increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2026, buying an estimated $43.9K and bringing the position to 10,399 shares worth $2.58M. The position accounts for 0.71% of the portfolio, ranked #34.

Burke & Herbert Bank & Trust first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.89M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Burke & Herbert Bank & Trust held 10,399 shares of iShares Russell 2000 ETF worth $2.58M as of Q1 2026.
Burke & Herbert Bank & Trust bought 170 iShares Russell 2000 ETF shares in Q1 2026, an estimated $43.9K.
iShares Russell 2000 ETF made up 0.71% of Burke & Herbert Bank & Trust's portfolio in Q1 2026, its #34 holding.
Burke & Herbert Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
Burke & Herbert Bank & Trust's iShares Russell 2000 ETF position peaked at $4.89M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q1 2026, filed 8 May 2026.