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iShares S&P MidCap 400 Growth shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Burke & Herbert Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 3.5k 95.89
2025-06-30 $318k 3.5k 90.98
2025-03-31 $291k 3.5k 83.28
2024-12-31 $317k 3.5k 90.93
2024-09-30 $321k 3.5k 91.93
2024-06-30 $308k 3.5k 88.11

More positions owned by Burke & Herbert Bank & Trust

Spdr S&p 500 Etf Trust Other (SPY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Burke & Herbert Finl Svcs Corp Common (BHRB)
Ishares Msci Eafe Etf Other (EFA)
Ishares S &p Small Cap 600 Other (IJR)
Invesco Exchange Traded Fd S &p Equal Weight Other (RSP)
Johnson & Johnson Common (JNJ)
Ishares Tr Core S&p Mcp Etf Other (IJH)
Exxon Mobil Corp Common (XOM)
Invesco Qqq Tr Unit Ser 1 Other (QQQ)
Ishares S &p 500 Index Fund Other (IVV)
Procter & Gamble Common (PG)
Lilly Eli & Co Common (LLY)
Ishares Core Us Aggregate Other (AGG)

View all positions for Burke & Herbert Bank & Trust

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth