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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$226K	Hold
2025 Q2	$214K	Hold
2025 Q1	$204K	Hold
2024 Q4	$210K	Hold
2024 Q3	$214K	Sell
2024 Q2	$200K	Buy