Burke & Herbert Bank & Trust’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,200	Closed	-$467K	–	249
2025 Q3	$467K	Hold	3,200	–	–	0.1%	162
2025 Q2	$455K	Hold	3,200	–	–	0.1%	159
2025 Q1	$417K	Hold	3,200	–	–	0.1%	166
2024 Q4	$427K	Hold	3,200	–	–	0.1%	161
2024 Q3	$428K	Hold	3,200	–	–	0.1%	166
2024 Q2	$382K	Buy	+3,200	New	+$390K	0.09%	172

Other funds holding IYJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Burke & Herbert Bank & Trust's IYJ Position: Q4 2025 in Review

Burke & Herbert Bank & Trust sold out of iShares US Industrials ETF (IYJ) in Q4 2025, closing a stake of 3,200 shares — an estimated $467K sold.

Burke & Herbert Bank & Trust first reported a position in IYJ in Q2 2024 and held it in 6 quarters. The position peaked at $467K in Q3 2025. 321 funds tracked by Wall St. Rank hold IYJ as of Q4 2025.

Burke & Herbert Bank & Trust reported no remaining iShares US Industrials ETF position as of Q4 2025 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 3,200 iShares US Industrials ETF shares in Q4 2025, an estimated $467K.
Burke & Herbert Bank & Trust first reported a position in iShares US Industrials ETF in Q2 2024 and held it in 6 quarters.
Burke & Herbert Bank & Trust's iShares US Industrials ETF position peaked at $467K in Q3 2025.
321 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2025.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.