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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% +$143K 0.14% 145
2024
Q2
$392K Buy
+4,465
New +$392K 0.1% 167