iShares Russell 3000 Index shares owned by Burke & Herbert Bank & Trust
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Burke & Herbert Bank & Trust
from 13F filings
Historical chart of Burke & Herbert Bank & Trust investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 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 3000 Index by Burke & Herbert Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $632k | 1.7k | 378.94 |
| 2025-06-30 | $586k | 1.7k | 351.00 |
| 2025-03-31 | $530k | 1.7k | 317.64 |
| 2013-06-30 | $315k | 3.3k | 96.33 |
| 2013-03-31 | $306k | 3.3k | 93.58 |
| 2012-12-31 | $277k | 3.3k | 84.71 |
| 2012-09-30 | $277k | 3.3k | 84.71 |
| 2012-06-30 | $263k | 3.3k | 80.43 |
| 2012-03-31 | $272k | 3.3k | 83.18 |
| 2011-12-31 | $243k | 3.3k | 74.31 |
| 2011-09-30 | $218k | 3.3k | 66.67 |
| 2011-06-30 | $259k | 3.3k | 79.20 |
| 2011-03-31 | $259k | 3.3k | 79.20 |
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