Texas Capital Bancshares’s iShares Russell 1000 Value ETF IWD Stock Holding History

Texas Capital Bancshares’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Hold	1,144	–	–	0.09%	56
2025 Q2	$222K	Hold	1,144	–	–	0.08%	75
2025 Q1	$215K	Hold	1,144	–	–	0.09%	75
2024 Q4	$212K	Hold	1,144	–	–	0.09%	74
2024 Q3	$217K	Buy	+1,144	New	+$208K	0.09%	74
2024 Q2	–	Sell	-1,144	Closed	-$205K	–	79
2024 Q1	$205K	Sell	1,144 -148	-11%	-$25K	0.09%	79
2023 Q4	$214K	Buy	+1,292	New	+$200K	0.11%	78
2023 Q3	–	Sell	-1,292	Closed	-$204K	–	89
2023 Q2	$204K	Buy	+1,292	New	+$198K	0.11%	88

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Texas Capital Bancshares's IWD Position: Q3 2025 in Review

Texas Capital Bancshares held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 1,144 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #56.

Texas Capital Bancshares first reported a position in IWD in Q2 2023 and has held it in 8 quarters since. 1,752 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Texas Capital Bancshares held 1,144 shares of iShares Russell 1000 Value ETF worth $233K as of Q3 2025.
Texas Capital Bancshares left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
iShares Russell 1000 Value ETF made up 0.09% of Texas Capital Bancshares's portfolio in Q3 2025, its #56 holding.
Texas Capital Bancshares first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 8 quarters since.
1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Texas Capital Bancshares's 13F filing for Q3 2025, filed 13 Nov 2025.