Burke & Herbert Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$494K	Hold	3,377	–	–	0.12%	147
2026 Q1	$433K	Hold	3,377	–	–	0.12%	153
2025 Q4	$462K	Sell	3,377 -6,370	-65%	-$890K	0.13%	143
2025 Q3	$1.39M	Sell	9,747 -300	-3%	-$42.4K	0.3%	92
2025 Q2	$1.39M	Sell	10,047 -2,290	-19%	-$290K	0.31%	94
2025 Q1	$1.45M	Sell	12,337 -187	-1%	-$24K	0.35%	85
2024 Q4	$1.59M	Hold	12,524	–	–	0.38%	73
2024 Q3	$1.47M	Sell	12,524 -358	-3%	-$40K	0.34%	81
2024 Q2	$1.42M	Buy	+12,882	New	+$1.42M	0.35%	83

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Burke & Herbert Bank & Trust held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,377 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #147.

Burke & Herbert Bank & Trust first reported a position in IWP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Burke & Herbert Bank & Trust held 3,377 shares of iShares Russell Mid-Cap Growth ETF worth $494K as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #147 holding.
Burke & Herbert Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $1.59M in Q4 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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