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Texas Capital Bancshares’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Texas Capital Bancshares’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.74M Sell
49,118
-32,677
-40% -$3.1M 1.87% 8
2025
Q2 		$7.52M Sell
81,795
-1,167
-1% -$101K 2.72% 5
2025
Q1 		$7.06M Sell
82,962
-4,505
-5% -$402K 3% 5
2024
Q4 		$7.73M Sell
87,467
-1,428
-2% -$130K 3.11% 5
2024
Q3 		$7.84M Sell
88,895
-8,562
-9% -$721K 3.16% 5
2024
Q2 		$7.9M Sell
97,457
-275
-0.3% -$22.4K 3.24% 5
2024
Q1 		$8.22M Sell
97,732
-94,461
-49% -$7.49M 3.73% 5
2023
Q4 		$14.9M Sell
192,193
-11,019
-5% -$783K 7.96% 3
2023
Q3 		$14.1M Buy
203,212
+18,667
+10% +$1.36M 7.78% 3
2023
Q2 		$13.5M Buy
184,545
+4,829
+3% +$336K 7.49% 3
2023
Q1 		$12.6M Sell
179,716
-16,690
-8% -$1.18M 7.86% 3
2022
Q4 		$13.2M Buy
196,406
+224
+0.1% +$15.1K 9.29% 2
2022
Q3 		$12.2M Sell
196,182
-22,572
-10% -$1.55M 9.87% 2
2022
Q2 		$14.1M Buy
218,754
+4,369
+2% +$311K 10.68% 2
2022
Q1 		$16.7M Buy
214,385
+15,663
+8% +$1.21M 10.12% 2
2021
Q4 		$16.5M Buy
198,722
+23,530
+13% +$1.93M 9.87% 3
2021
Q3 		$13.7M Buy
175,192
+13,263
+8% +$1.06M 9.58% 2
2021
Q2 		$12.8M Sell
161,929
-825
-0.5% -$64K 9.31% 3
2021
Q1 		$12M Buy
162,754
+698
+0.4% +$50.5K 9.67% 2
2020
Q4 		$11.1M Sell
162,056
-5,349
-3% -$341K 14.88% 2
2020
Q3 		$9.61M Sell
167,405
-10,507
-6% -$598K 13.49% 2
2020
Q2 		$9.54M Sell
177,912
-19,831
-10% -$994K 14.14% 2
2020
Q1 		$8.54M Buy
197,743
+65,834
+50% +$3.62M 15.02% 2
2019
Q4 		$7.87M Buy
+131,909
New +$7.57M 11.13% 2

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Texas Capital Bancshares reduced its iShares Russell Mid-Cap ETF (IWR) stake by 40% in Q3 2025, selling an estimated $3.1M and leaving 49,118 shares worth $4.74M. The position accounts for 1.87% of the portfolio, ranked #8.

Texas Capital Bancshares first reported a position in IWR in Q4 2019 and has held it in 24 quarters since. The position peaked at $16.7M in Q1 2022. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

  • Texas Capital Bancshares held 49,118 shares of iShares Russell Mid-Cap ETF worth $4.74M as of Q3 2025.
  • Texas Capital Bancshares sold 32,677 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $3.1M.
  • iShares Russell Mid-Cap ETF made up 1.87% of Texas Capital Bancshares's portfolio in Q3 2025, its #8 holding.
  • Texas Capital Bancshares first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Texas Capital Bancshares's iShares Russell Mid-Cap ETF position peaked at $16.7M in Q1 2022.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

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