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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.89M Sell
2025
Q2
$4.47M Sell
2025
Q1
$4.17M Sell
2024
Q4
$4.63M Buy
2024
Q3
$4.6M Sell
2024
Q2
$4.37M Buy