Burke & Herbert Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$632K Hold
2025
Q2
$585K Hold
2025
Q1
$530K Buy
2013
Q3
Sell
2013
Q2
$315K Buy