Texas Capital Bancshares’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,363	Closed	-$2.89M	–	83
2023 Q3	$2.89M	Buy	16,363 +801	+5%	+$150K	1.6%	15
2023 Q2	$2.91M	Buy	15,562 +571	+4%	+$102K	1.62%	13
2023 Q1	$2.67M	Buy	14,991 +13,446	+870%	+$2.48M	1.67%	15
2022 Q4	$269K	Hold	1,545	–	–	0.19%	71
2022 Q3	$255K	Hold	1,545	–	–	0.21%	67
2022 Q2	$262K	Hold	1,545	–	–	0.2%	70
2022 Q1	$317K	Hold	1,545	–	–	0.19%	69
2021 Q4	$344K	Buy	+1,545	New	+$349K	0.21%	64

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Texas Capital Bancshares's IWM Position: Q4 2023 in Review

Texas Capital Bancshares sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 16,363 shares — an estimated $2.89M sold.

Texas Capital Bancshares first reported a position in IWM in Q4 2021 and held it in 8 quarters. The position peaked at $2.91M in Q2 2023. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Texas Capital Bancshares reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Texas Capital Bancshares sold 16,363 iShares Russell 2000 ETF shares in Q4 2023, an estimated $2.89M.
Texas Capital Bancshares first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 8 quarters.
Texas Capital Bancshares's iShares Russell 2000 ETF position peaked at $2.91M in Q2 2023.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Texas Capital Bancshares's 13F filing for Q4 2023, filed 8 Feb 2024.