BHBT
IWV icon

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

Burke & Herbert Bank & Trust’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$732K Hold
1,716
– – 0.18% 121
2026
Q1 		$636K Sell
1,716
-40
-2% -$15.5K 0.18% 120
2025
Q4 		$679K Buy
1,756
+88
+5% +$33.8K 0.19% 115
2025
Q3 		$632K Hold
1,668
– – 0.14% 146
2025
Q2 		$585K Hold
1,668
– – 0.13% 146
2025
Q1 		$530K Buy
+1,668
New +$559K 0.13% 147
2013
Q3 		– Sell
-3,270
Closed -$315K – 103
2013
Q2 		$315K Buy
+3,270
New +$313K 0.37% 67

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Burke & Herbert Bank & Trust held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,716 shares worth $732K. The position accounts for 0.18% of the portfolio, ranked #121.

Burke & Herbert Bank & Trust first reported a position in IWV in Q2 2013 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Burke & Herbert Bank & Trust held 1,716 shares of iShares Russell 3000 ETF worth $732K as of Q2 2026.
  • Burke & Herbert Bank & Trust left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.18% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #121 holding.
  • Burke & Herbert Bank & Trust first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 7 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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