Burke & Herbert Bank & Trust’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Hold	2,605	–	–	0.07%	213
2026 Q1	$246K	Hold	2,605	–	–	0.07%	206
2025 Q4	$245K	Sell	2,605 -3,260	-56%	-$311K	0.07%	204
2025 Q3	$569K	Hold	5,865	–	–	0.12%	150
2025 Q2	$556K	Hold	5,865	–	–	0.12%	149
2025 Q1	$562K	Hold	5,865	–	–	0.14%	145
2024 Q4	$546K	Hold	5,865	–	–	0.13%	148
2024 Q3	$597K	Buy	5,865 +1,400	+31%	+$135K	0.14%	145
2024 Q2	$392K	Buy	+4,465	New	+$383K	0.1%	167

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Burke & Herbert Bank & Trust held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 2,605 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #213.

Burke & Herbert Bank & Trust first reported a position in IYR in Q2 2024 and has held it in 9 quarters since. The position peaked at $597K in Q3 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Burke & Herbert Bank & Trust held 2,605 shares of iShares US Real Estate ETF worth $266K as of Q2 2026.
Burke & Herbert Bank & Trust left its iShares US Real Estate ETF share count unchanged in Q2 2026.
iShares US Real Estate ETF made up 0.07% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #213 holding.
Burke & Herbert Bank & Trust first reported a position in iShares US Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's iShares US Real Estate ETF position peaked at $597K in Q3 2024.
486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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