BHBT
IWM icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.47M Sell
20,732
-182
-0.9% -$39.3K 1% 21
2025
Q1
$4.17M Sell
20,914
-32
-0.2% -$6.38K 1% 20
2024
Q4
$4.63M Buy
20,946
+132
+0.6% +$29.2K 1.1% 19
2024
Q3
$4.6M Sell
20,814
-713
-3% -$157K 1.07% 19
2024
Q2
$4.37M Buy
+21,527
New +$4.37M 1.06% 19