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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$585K	Hold	1,668	–	–	0.13%	146
2025 Q1	$530K	Buy	+1,668	New	+$530K	0.13%	147
2013 Q3	–	Sell	-3,270	Closed	-$315K	–	103
2013 Q2	$315K	Buy	+3,270	New	+$315K	0.37%	67