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 Q2	$3.32M	Buy	11,043 +644	+6%	+$181K	0.82%	32
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Burke & Herbert Bank & Trust increased its iShares Russell 2000 ETF (IWM) stake by 6.2% in Q2 2026, buying an estimated $181K and bringing the position to 11,043 shares worth $3.32M. The position accounts for 0.82% of the portfolio, ranked #32.

Burke & Herbert Bank & Trust first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.89M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Burke & Herbert Bank & Trust held 11,043 shares of iShares Russell 2000 ETF worth $3.32M as of Q2 2026.
Burke & Herbert Bank & Trust bought 644 iShares Russell 2000 ETF shares in Q2 2026, an estimated $181K.
iShares Russell 2000 ETF made up 0.82% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #32 holding.
Burke & Herbert Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's iShares Russell 2000 ETF position peaked at $4.89M in Q3 2025.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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