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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.05M Hold
44,069
0.91% 24
2025
Q1
$3.75M Sell
44,069
-650
-1% -$55.3K 0.9% 26
2024
Q4
$3.95M Buy
44,719
+1,332
+3% +$118K 0.94% 22
2024
Q3
$3.82M Sell
43,387
-105
-0.2% -$9.26K 0.89% 25
2024
Q2
$3.53M Buy
+43,492
New +$3.53M 0.86% 28