Burke & Herbert Bank & Trust’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$564K	Hold	6,231	–	–	0.14%	139
2026 Q1	$516K	Hold	6,231	–	–	0.14%	138
2025 Q4	$575K	Sell	6,231 -5,697	-48%	-$508K	0.16%	127
2025 Q3	$1.07M	Hold	11,928	–	–	0.23%	113
2025 Q2	$1.02M	Hold	11,928	–	–	0.23%	114
2025 Q1	$937K	Hold	11,928	–	–	0.23%	113
2024 Q4	$928K	Hold	11,928	–	–	0.22%	117
2024 Q3	$847K	Hold	11,928	–	–	0.2%	127
2024 Q2	$778K	Buy	+11,928	New	+$775K	0.19%	128

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Burke & Herbert Bank & Trust held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 6,231 shares worth $564K. The position accounts for 0.14% of the portfolio, ranked #139.

Burke & Herbert Bank & Trust first reported a position in IYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Burke & Herbert Bank & Trust held 6,231 shares of iShares US Financial Services ETF worth $564K as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.14% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #139 holding.
Burke & Herbert Bank & Trust first reported a position in iShares US Financial Services ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's iShares US Financial Services ETF position peaked at $1.07M in Q3 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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