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iShares S&P 500 Growth Index shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index 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 500 Growth Index by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 18k 120.72
2025-06-30 $2.0M 18k 110.10
2025-03-31 $1.7M 19k 92.83
2024-12-31 $1.9M 19k 101.53
2024-09-30 $1.8M 19k 95.75
2024-06-30 $1.8M 19k 92.54

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 500 Growth Index

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UBS Group
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Stifel Financial
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CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index