BURKE & HERBERT BANK & TRUST CO IWV Holdings History
Number of Shares
1,668.00
Current Holdings Value*
$529,820.00
% of Portfolio
0.13%
Total Estimate Gain
$34,460.88
% of Total Estimate Gain
6.16%
BURKE & HERBERT BANK & TRUST CO's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, BURKE & HERBERT BANK & TRUST CO held 1,668.00 shares of iShares Russell 3000 ETF(IWV), totaling $529,820.00. This investment constitutes 0.13% of their stock portfolio, and BURKE & HERBERT BANK & TRUST CO now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2025Q1. And since then BURKE & HERBERT BANK & TRUST CO has made 1 purchases of IWV, at an average price of $335.28, for a total of 1,668.00 shares. Based on historical transaction data and IWV's current price of $355.94, BURKE & HERBERT BANK & TRUST CO's estimated gain on his IWV holdings is $34,460.88, reflecting a 6.16% gain to date.
BURKE & HERBERT BANK & TRUST CO IWV ($355.94) Holding Chart
BURKE & HERBERT BANK & TRUST CO IWV ($355.94) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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