iShares Russell Midcap Value Index shares owned by Burke & Herbert Bank & Trust
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Burke & Herbert Bank & Trust
from 13F filings
Historical chart of Burke & Herbert Bank & Trust investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value 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 Russell Midcap Value Index by Burke & Herbert Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 1.6k | 139.67 |
| 2025-06-30 | $214k | 1.6k | 132.14 |
| 2025-03-31 | $204k | 1.6k | 125.97 |
| 2024-12-31 | $210k | 1.6k | 129.34 |
| 2024-09-30 | $214k | 1.6k | 132.25 |
| 2024-06-30 | $200k | 1.7k | 120.74 |
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