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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$214K Hold
1,620
– – 0.05% 228
2025
Q1 		$204K Hold
1,620
– – 0.05% 225
2024
Q4 		$210K Hold
1,620
– – 0.05% 217
2024
Q3 		$214K Sell
1,620
-40
-2% -$5.29K 0.05% 222
2024
Q2 		$200K Buy
+1,660
New +$200K 0.05% 226